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Rechter Wealth Management, LLC

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Client assets under management

$133,503,749

Clients

57

65% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

29

Low

Average account size

$2,342,171

About

Rechter Wealth Management provides financial planning and non-discretionary portfolio management primarily to individual clients, and also serves small businesses, non-profits, trusts, and estates. The firm reports managing about $133.5 million in client assets across roughly 57 client accounts and offers both written financial plans and ongoing portfolio management services.

Portfolios are managed exclusively on a non-discretionary basis, with trades placed only after receiving client approval, and investment implementation emphasizes multi-asset allocation using no-load or load‑waived mutual funds. The firm establishes target allocations, conducts periodic rebalancing, and delivers formal portfolio reviews—typically quarterly or semi‑annually—through a secure client portal.

Distinctive features include the firm’s entirely non-discretionary operating model, which is uncommon among peers, and its operational requirement that ongoing portfolio management be performed only when accounts are custodied at Fidelity Institutional (clients using other brokers receive planning and allocation recommendations but not ongoing management). The firm also provides detailed analytical reporting such as custom benchmarks and five‑year back‑testing, maintains a certified financial planner as its principal, and is transitioning to SEC registration.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Percentage

$0 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $2,000,000: 0.65% $2,000,000+: 0.50%

Project-based

$200.00 per hour for financial planning services

Other

Account minimum: $500,000 Minimum fee: Minimum fee for comprehensive financial plan is $2,000 Fee-only: Hourly fee of $200.00 for financial planning services, subject to negotiation

Main office location

Rechter Wealth Management, LLC

Clifton VA, United States

Number of offices

1

Most active in

More info

Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 703-304-9195

Advisors at this firm

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Sean P

Series 65

Clifton, VA

Rechter Wealth Management, LLC

Sean Palmer is a financial advisor at Rechter Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience including roles at Clifton Tax Pro LLC, where he provides tax preparation services, as well as positions at L3Harris Technologies, Inc. and several other companies. Rechter Wealth Management, LLC offers portfolio management and financial planning primarily to individual clients, with occasional services for small businesses, non-profits, trusts, and estates. The firm operates all accounts on a non-discretionary basis, emphasizing tailored multi-asset allocation plans and client-approved trades executed through Fidelity.

General retirement planning Cash flow / budgeting
user avatar

Peter R

CFP®, Series 63, Series 65

Clifton, VA

Rechter Wealth Management, LLC

Peter Rechter is a CFP® professional with 25 years of industry experience. He has been with Rechter Wealth Management, LLC since 2003, where he serves as one of two advisors. The firm provides portfolio management and financial planning services primarily to individual clients, as well as to small businesses, non-profits, trusts, and estates. Rechter Wealth Management, LLC manages approximately $98.7 million in billable assets, operating on a non-discretionary basis with a focus on tailored multi-asset allocation plans and diversified mutual fund exposures. The firm is notable for its client-approval trading process, quarterly portfolio reviews, and a CFP-led oversight approach.

General retirement planning Cash flow / budgeting
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