Mark Recker
Recker Financial · Bay City, Michigan
Mark Recker is a fee-only financial advisor at Recker Financial in Bay City, Michigan. Mark charges a percentage of assets, hourly fees and an ongoing planning fee (ongoing planning from $600 a year and $250 an hour) and focuses on small business owners, student loans and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Recker Financial |
|---|---|
| Based in | Bay City, Michigan |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $600 a year · $250 an hour |
| Accepting new clients | Yes |
| Assets under management | $18.9M across 181 accounts |
| SEC registration | Investment adviser representative in MI, NY · CRD 5778143 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.reckerfinancial.com |
| Profile |
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Questions about Mark
Is Mark Recker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Recker Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Mark charge?
According to Recker Financial's website, checked October 30, 2026: ongoing planning from $600 a year; $250 an hour.
Where is Mark Recker based?
Mark Recker is based in Bay City, Michigan.
What does Mark specialize in?
Mark's specialties include small business owners, student loans, tax planning and retirement planning. Mark works with early-career professionals.
Is Mark Recker registered with the SEC?
Yes. Mark Recker is registered as an investment adviser representative in MI and NY (CRD 5778143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Recker Financial manage?
Recker Financial reports $18.9M across 181 accounts in assets under management.
How do I contact Mark Recker?
Through Mark's website, www.reckerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Recker Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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