RECKER FINANCIAL LLC

Overview

Recker Financial LLC is an independent registered investment advisor focused on serving individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside advisers and managers when appropriate. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements — allowing it to work both on ongoing AUM relationships and project-based planning work. Investment activity centers on broadly diversified public funds and pooled vehicles rather than a slate of proprietary products. The adviser is not an active ESG investor and is not structured as a multi-state advisory firm. Its owner-operated structure and emphasis on selecting third‑party managers suggest a model that blends in-house planning and portfolio oversight with outsourced implementation for specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices