Rechter Wealth Management, LLC
SEC RegisteredAbout the firm
Rechter Wealth Management is a registered investment advisor firm founded by Peter J. Rechter, CFP, and guided by the combined expertise of Peter J. Rechter, CFP, and Sean A. Palmer, CPA. The firm provides fee-only financial planning and non-discretionary investment portfolio management services, with a philosophy rooted in trust, personal relationships, and long-term guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only financial planning, tax planning, and investment management tailored to each client's needs. Assets are held in custody by Fidelity Institutional Brokerage Group. Investment approach uses customized asset allocation strategies based on each client's objectives, risk tolerance, time horizon, and liquidity needs, with no-load mutual funds as the primary investment vehicle. Asset management clients pay an advisory fee based on a percentage of assets under management, covering all financial planning and investment management services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 20 | $12M |
| High Net Worth Individuals | 37 | $122M |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.00% |
| Next $500,000 - $999,999 | 0.85% |
| Next $1,000,000 - $2,000,000 | 0.65% |
| Assets over $2,000,000 | 0.50% |
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rechter Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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