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RCS FINANCIAL PLANNING, LLC

130 Admiral Cochrane Drive
Suite 200
Annapolis, Maryland 21401
Tel: 410-224-0097

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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 StatusApproved
Firm CRD#291678
SEC#801-112282
Assets Managed by Firm$198,776,808
No. of Clients666
No. of Advisors3

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 ClientsAUM
Firm Total666$198,776,808
Individuals (other than high net worth individuals)144$45,672,654
High net worth individuals71$153,104,154

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