Reckard CPA Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reckard CPA Advisors evaluates clients’ financial situations to determine whether they are an appropriate fit for a referral to Atlas Capital Management Corp’s proprietary investment advisory service. The firm is affiliated with Reckard CPA Group and provides tax planning support as well as insurance and annuity product sales, and it does not act as a custodian or accept commissions for client transactions.
Rather than offering portfolio management or discretionary investment services itself, Reckard refers eligible clients to Atlas Capital, where clients engage Atlas under a separate Investment Advisory Agreement and assets are held with independent custodians. Reckard states it will continue to evaluate the value provided by Atlas Capital’s strategies but does not have custody of client assets or authority to vote client securities.
What is distinctive about the firm is its combination of accounting and insurance activities with a primary role as a referral source to a third‑party investment manager, a structure that is uncommon among independent advisors. The firm’s compensation comes from client-paid referral fees through Atlas Capital rather than direct percentage‑of‑AUM billing by Reckard, and it reports no soft‑dollar arrangements.
Client services
Expertise
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 by clients to Atlas Capital Management Corp; Reckard CPA Advisors receives 50% of these fees.
Main office
Poneto IN
Advisors at this office
1
Most active in
Indiana · Ohio
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:
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.
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