Sean Palmer
Rechter Wealth Management · Clifton, Virginia
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.
Request an introduction to Sean →
Specialties
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 |
| Assets under management | $133.5M across 180 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 7853457 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rechterwealth.com |
How Sean's firm compares
- A one-time plan starts at $1,500, in line with the Virginia median of $1,500 for fee-only firms that publish prices.
- Rechter Wealth Management's average account is about $742,000, from its Form ADV (assets managed divided by 180 accounts).
Request an introduction to Sean
Tell Sean a little about what you're looking for. Sean isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sean
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.
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
- Rechter Wealth Management 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.
See something wrong? Request a correction. Read our methodology.