# Maureen Recker

> Maureen Recker is a fee-only financial advisor at Bridgelane Financial in San Francisco, California, who holds the CFP and MBA credentials. Maureen focuses on sustainable & impact investing. Bridgelane Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/maureen-recker/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bridgelane Financial
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.3M across 5 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Sustainable & impact investing
- **CRD:** 6579188 (https://adviserinfo.sec.gov/individual/summary/6579188)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://bridgelanefinancial.com

## Frequently asked questions

### Is Maureen Recker a fee-only financial advisor?

Yes. Maureen Recker is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Maureen's firm.

### How does Maureen charge for financial advice?

Maureen's firm, Bridgelane Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Maureen Recker based?

Maureen Recker is based in San Francisco, California.

### What does Maureen specialize in?

Maureen's specialties include sustainable & impact investing.

### What credentials does Maureen Recker hold?

Maureen Recker holds the CFP and MBA credentials.

### Is Maureen Recker registered with the SEC?

Yes. Maureen Recker is registered as an investment adviser representative in CA (CRD 6579188), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bridgelane Financial manage?

Bridgelane Financial reports $2.3M across 5 accounts in assets under management.

### How do I contact Maureen Recker?

Through Maureen's website, bridgelanefinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44960): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://bridgelanefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.