# Sean Palmer

> Sean Palmer is a fee-only financial advisor at Rechter Wealth Management in Clifton, Virginia. Sean charges a percentage of assets and a one-time planning fee (one-time plans from $1,500 and 1% a year on the first tier of assets managed) and focuses on tax planning.

Page: https://find.wellspent.co/advisors/sean-palmer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rechter Wealth Management
- **Based in:** Clifton, Virginia
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $133.5M across 180 accounts
- **Specialties:** Tax planning
- **CRD:** 7853457 (https://adviserinfo.sec.gov/individual/summary/7853457)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.rechterwealth.com

## Frequently asked questions

### Is Sean Palmer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Rechter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sean charge for financial advice?

Sean charges a percentage of assets and a one-time planning fee.

### How much does Sean charge?

According to Rechter Wealth Management's website, checked October 30, 2026: one-time plans from $1,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Sean Palmer based?

Sean Palmer is based in Clifton, Virginia.

### What does Sean specialize in?

Sean's specialties include tax planning.

### Is Sean Palmer registered with the SEC?

Yes. Sean Palmer is registered as an investment adviser representative in TX and VA (CRD 7853457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rechter Wealth Management manage?

Rechter Wealth Management reports $133.5M across 180 accounts in assets under management.

### How do I contact Sean Palmer?

Through Sean's website, www.rechterwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7853457): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rechterwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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