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, SEC‑registered investment adviser organized as an LLC and operating since 2018. The firm is owned by an individual and positions itself as a capital allocator for both individual and family clients and select institutional relationships. Its fee program includes asset‑based fees plus hourly and fixed‑fee arrangements, and its advisory menu covers financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of outside advisers. The firm does not self‑identify as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Amanda 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 104Active vs passive
$206M in ETFs
32%
$65.7M
67%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $31M | 698,638 | 15.05% |
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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