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Advisor

Matt Lechner

Layline Advisors · Rochester, New York

Matt Lechner is a fee-only financial advisor at Layline Advisors in Rochester, New York, who holds the CFP credential. Layline Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmLayline Advisors
Based in Rochester, New York
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$131.3M across 418 accounts
CredentialsCFP
Firm size4 employees

How Matt's firm compares

  • Layline Advisors's average account is about $314,000, from its Form ADV (assets managed divided by 418 accounts).

What fee-only advisors charge in New York

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Questions about Matt

Is Matt Lechner a fee-only financial advisor?

Yes. Matt Lechner is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Matt charge for financial advice?

Matt's firm, Layline Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Matt Lechner based?

Matt Lechner is based in Rochester, New York.

What credentials does Matt Lechner hold?

Matt Lechner holds the CFP credential.

How much does Layline Advisors manage?

Layline Advisors reports $131.3M across 418 accounts in assets under management.

How do I contact Matt Lechner?

Contact details aren't on file yet. Search for Layline Advisors.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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