Justin Reckers
Justin Reckers is a CFP-designated registered investment advisor at Fonte Financial Advisors, based in Carlsbad, CA, with 19 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 138 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable. If Fonte Financial uses third-party managers, their fees will not exceed 0.50%, so the combined maximum fee will not exceed 2.00%. For clients using Vise AI Advisors, there is an additional fee based on a tiered schedule.
Fee Estimator
Location
703 Palomar Airport Road, Suite 240, Carlsbad, CA, 92011
Get directionsHistory
Regulatory History (4)
Judgment / Lien
May 2019Judgment / Lien
June 2017Judgment / Lien
May 2017Employment Separation After Allegations
October 2015Other Business Activities
Justin owns RG Financial, LLC (DBA Fonte Financial Advisors) where he works nearly full-time as a lead advisor. He also owns Reckers Group, LLC (DBA Wellspring Divorce Advisors) and serves as a trustee for the National Multiple Sclerosis Society, dedicating about 10-20% of his time and minimal time, respectively.
Employment History
Current Registrations
Fonte Financial Advisors
Previous Registrations
Calton & Associates, INC.Broker
Advisory Services Network
Source Financial Advisors, LLC
Pacific Wealth Management
Girard Securities, INC.Broker
Girard Securities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.