Rcplanners

Overview

Rcplanners is an independent registered investment adviser that serves individual and family clients and small businesses. The firm combines traditional financial planning and portfolio management with insurance brokerage services, offering a mix of fee approaches (percentage of AUM, hourly, and fixed fees) to fit different client needs. Investment practice centers on publicly traded pooled vehicles for core allocations while selectively accessing third-party alternative managers—private equity, hedge funds and real estate—for diversification and return enhancement. The firm reports discretionary management across its assets, indicating portfolio decisions are handled centrally by its advisory team rather than being solely client-directed. Rcplanners leans toward outsourced manager relationships for non-core exposures. That suggests an emphasis on manager selection and portfolio construction rather than direct operating or deal-level management of alternatives. Given the client base and fee structure, the firm appears oriented to delivering integrated financial planning alongside managed investment solutions for clients with mid-market asset levels.

Assets & Accounts

Investments & Alternatives

Location & Offices