# Michael E. Reichek DBA Reichek Financial Services

> Michael E. Reichek DBA Reichek Financial Services is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 7, 2024.

- CRD: 133250
- Filed as: MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES
- Legal name: Michael E. Reichek
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 7, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133250
- AdvisorCensus page: https://advisorcensus.com/firm/michael-e-reichek-dba-reichek-financial-services-133250

## Quick answers

**How is Michael E. Reichek DBA Reichek Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Michael E. Reichek DBA Reichek Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Michael E. Reichek DBA Reichek Financial Services registered with the SEC or a state?**
Michael E. Reichek DBA Reichek Financial Services is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 133250.

**How much does Michael E. Reichek DBA Reichek Financial Services manage?**
Michael E. Reichek DBA Reichek Financial Services reports $1,194,000 in regulatory assets under management in its Form ADV filing dated March 7, 2024 (0% discretionary).

**Does Michael E. Reichek DBA Reichek Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133250

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,194,000
- Discretionary: $0
- Non-discretionary: $1,194,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,194,000 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- partnersinbenefits.com
- reichekfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Michael E. Reichek DBA Reichek Financial Services (CRD 133250): Form ADV filing data as of October 2026.