RCS FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 291678
- Registered since
- February 7, 2018
- Website
- www.rcsplanning.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.5%
- Individuals13.02%
- Pension & Profit Sharing Plans3.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
RCS Financial Planning, LLC is an independent, individual-owned Registered Investment Adviser that registered with the SEC in 2018. The firm positions itself as a capital allocator serving both individual & family clients and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model includes a percentage of assets under management, as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated a multi-state adviser.
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 Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
2 of 2Amanda Hopkins Clouser
Investment Adviser RepresentativeCRD 6978143
THADDEUS TOAL
President, Financial AdvisorCRD 4089665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$189M in ETFs
32%
$61.2M
67%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $26.5M | 682,997 | 14.01% |
Location
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 130 Admiral Cochrane Dr
- Time zone
- ET (UTC-5)
- Office locations
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