Maureen Recker
Bridgelane Financial · San Francisco, California
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.
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Specialties
Facts
| Firm | Bridgelane Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.3M across 5 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 6579188 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bridgelanefinancial.com |
How Maureen's firm compares
- Bridgelane Financial's average account is about $467,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Maureen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Bridgelane Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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