A complete list of active advisors currently associated with Recker Capital Management LLC

Warmer can help you find a great advisor at Recker Capital Management LLC or one who fits your needs even better.

Recker Capital Management LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored pension and profit-sharing plans, and businesses. The firm is a fee-only registered investment adviser founded in March 2026 and, as reported in its September 22, 2026 filing, had no assets under management and no active SEC-registered advisors. The firm delivers discretionary portfolio management informed by asset-allocation models and a mix of passive and active strategies, and it offers financial planning either as project-based engagements or as an ongoing service with a scheduled service calendar. It routinely recommends and monitors Outside Managers and model-based programs (including access to Schwab’s Model Market Center and third-party model portfolios) and permits clients to impose reasonable written investment restrictions. Several aspects of the firm are atypical for a newly registered firm without active SEC-registered advisors: it expressly includes pension/retirement plan consulting among its services and employs multiple fee arrangements — asset-based advisory fees alongside fixed recurring planning fees and an hourly option for project work. The firm also discloses that it does not act as a private fund adviser and that recommending Outside Managers can result in separate advisory fees, which it says it addresses through due diligence and client disclosure.

To learn more about the advisors currently working at Recker Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.