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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-2006
- Office Locations
- 1
Office Locations
About Eichner Investment Planning, LLC
Eichner Investment Planning, LLC is a Cincinnati-based fee-only RIA providing investment planning and asset management. Compensation comes solely from client fees—no product sales or commissions—positioning it as an independent, transparent advisor. The firm serves accredited investors and typically implements portfolios with ETFs and mutual funds, with public equity and U.S. government/agency exposure, using Charles Schwab for custody.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Vehicles
Services
Technology
Owner & Executives
ALAN MARSHALL EICHNER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3101840
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $692,074,828 | $2,097,196 |
| Total | $692,074,828 | $2,097,196 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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