Rechter Wealth Management, LLC
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About
Rechter Wealth Management provides financial planning and fee-based portfolio management primarily to individual clients and, on occasion, to small businesses, non-profits, trusts, and estates. The firm offers written financial plans (hourly engagement) and ongoing AUM-based portfolio management services.
The firm implements multi-asset class portfolios built largely from no‑load and load‑waived mutual funds and follows an asset‑allocation and rebalancing discipline tailored to each client’s objectives, risk tolerance, and time horizon. All portfolio trades are non‑discretionary — RWM places buy/sell orders only after obtaining client approval — and clients receive regular reviews, including custom benchmarks and five‑year back‑testing analyses.
Noteworthy features include the firm’s exclusive non‑discretionary operating model (all assets are managed without trading authority) and a small advisory team overseen by a CFP‑designated owner with an in‑house compliance officer. RWM primarily uses Fidelity Institutional for custody and trading and restricts its ongoing portfolio management to accounts held there, while offering planning-only services for clients who choose other custodians.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $2,000,000: 0.65% $2,000,000+: 0.50%
$200 per hour for financial planning services
Account minimum: $500,000 Minimum fee: Minimum fee for comprehensive financial plan is $2,000 Fee-only: Hourly fee for financial planning services: $200/hour (subject to negotiation)
Main office
Clifton VA
Advisors at this office
2
Most active in
New Hampshire · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
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.
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.
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