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Home > Retirement Planners > maryland > annapolis > RCS FINANCIAL PLANNING, LLC
RCS FINANCIAL PLANNING, LLC
130 Admiral Cochrane Drive
Suite 200
Annapolis, Maryland 21401
Tel: 410-224-0097
About RCS FINANCIAL PLANNING, LLC
RCS FINANCIAL PLANNING, LLC, formally registered with the SEC as RCS FINANCIAL PLANNING, LLC. The firm was established in 02/07/2018. They have over 1 offices throughout the country.
RCS FINANCIAL PLANNING, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $198,776,808 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291678 |
| SEC# | 801-112282 |
| Assets Managed by Firm | $198,776,808 |
| No. of Clients | 666 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 666 | $198,776,808 |
| Individuals (other than high net worth individuals) | 144 | $45,672,654 |
| High net worth individuals | 71 | $153,104,154 |
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