Rcplanners
RIASEC & State Registered
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$263K
Accounts
426
Employees
4
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 298369
- Registered since
- August 11, 2026
- Website
- www.rcplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.5%
- HNWI39.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rcplanners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Rcplanners also operates as an insurance broker, and its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not act as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities31%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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