Firm
Recker Financial
Bay City, Michigan
Fee-only
Facts
| Based in | Bay City, Michigan |
|---|---|
| Website | reckerfinancial.com |
| Phone | (989) 214-0120 |
Recker Financial 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.
| Ongoing planning | From $600 a year |
|---|---|
| Hourly | $250 an hour |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"at the rate of $50 - $500 per month based on complexity and needs of the client" source
"Hourly Financial Planning fee is offered at an hourly rate of $250." source
"an ongoing fee that is paid monthly, in arrears, at the rate of $50 - $500 per month" source
"Hourly Financial Planning fee is offered at an hourly rate of $250." 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 | $19 million |
| Individual clients | 74 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 298520 |