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Reckard CPA Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
100
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
100
Average account size
$0
About
Reckard CPA Advisors, LLC is a single-advisor registered investment adviser that primarily evaluates clients’ financial situations to determine whether a referral to Atlas Capital Management Corp.’s proprietary advisory services is appropriate. The firm’s role is advisory and referral-oriented; it does not act as custodian, maintain discretionary authority, or directly manage client portfolios.
Rather than providing direct portfolio management or charging clients on a percentage-of-assets-under-management basis, Reckard CPA Advisors refers clients to Atlas Capital and receives referral compensation paid directly by those clients to Atlas Capital. The firm’s broader business group also provides tax planning and sells insurance and annuity products, and Reckard CPA Advisors states it does not accept commissions for client product purchases.
What is distinctive about the firm compared with many solo independent advisers is its accountant/advisory origin and its affiliation with an entity that offers insurance and annuity sales, combined with a business model centered on referrals instead of direct AUM-based management. It also does not custody client assets, vote client proxies, or provide direct portfolio management for individual accounts, which differs from the typical independent adviser that directly manages and bills for client assets.
Client services
Solicit business for another ia's asset mgmt services
Solicit business for another ia's asset mgmt services
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Fee-only: Referral fees paid directly by clients to Atlas Capital Management Corp based on tiered AUM percentages; Reckard CPA Advisors receives 50% of these fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Reckard CPA Advisors, LLC
Poneto IN, United States
Number of offices
1
Forms ADV
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