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 has been SEC-registered since 2018. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator while offering fee models that include a percentage of assets under management, hourly charges and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm does not identify as an active ESG investor and is not described as 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 2
Thaddeus Toal
President, Financial AdvisorCRD 4089665
Amanda Hopkins Clouser
Investment Adviser RepresentativeCRD 6978143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$175M in ETFs
47%
$81.9M
49%
$93.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $36.5M | 820,914 | 20.82% |
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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