# Lechner Associates

> Lechner Associates is a state-registered investment advisory firm in North Attleboro, MA, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 129181
- Filed as: LECHNER ASSOCIATES
- Legal name: Stacie Skryz
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Attleboro, MA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129181
- AdvisorCensus page: https://advisorcensus.com/firm/lechner-associates-north-attleboro-ma-129181

## Quick answers

**How is Lechner Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Lechner Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lechner Associates located?**
Lechner Associates' principal office is in North Attleboro, MA, according to its Form ADV.

**Is Lechner Associates registered with the SEC or a state?**
Lechner Associates is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 129181.

**How much does Lechner Associates manage?**
Lechner Associates reports $94,379,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (0% discretionary).

**What types of clients does Lechner Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125).

**Does Lechner Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129181

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,379,000
- Discretionary: $0
- Non-discretionary: $94,379,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $91,479,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,900,000 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vmlechner.com
- Facebook @LECHNERASSOCIATES

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lechner Associates (CRD 129181): Form ADV filing data as of October 2026.