Firm
Rechter Wealth Management
Clifton, Virginia
Fee-only
Rechter Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 57 individual clients, 37 of them high net worth.
- Its average account is about $742,000 (assets it manages divided by its 180 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Clifton, Virginia |
|---|---|
| Website | rechterwealth.com |
| Phone | (703) 304-9195 |
Rechter Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"A comprehensive financial plan is available starting at $1,500" source
"$0 – $499,999: 1.00%" source
"Assets over $2,000,000: 0.50%" source
"$0 – $499,999: 1.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $134 million |
| Individual clients | 20 |
| High-net-worth clients | 37 |
| Accounts managed | 180 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135754) |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 125254 |