Overview
Assets Under Management: $199 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
RCS FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291678), RCS FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
RCS FINANCIAL PLANNING, LLC is headquartered in ANNAPOLIS, MD.
RCS FINANCIAL PLANNING, LLC serves 71 high-net-worth clients according to their SEC filing dated August 01, 2024. View client details ↓
According to their SEC Form ADV, RCS FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RCS FINANCIAL PLANNING, LLC manages $199 million in client assets according to their SEC filing dated August 01, 2024.
According to their SEC Form ADV, RCS FINANCIAL PLANNING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 666
Discretionary Accounts: 666
Regulatory Filings
CRD Number: 291678
Last Filing Date: 2024-08-01 00:00:00
Website: https://rcsplanning.com