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RCS FINANCIAL PLANNING, LLC

CRD 291678 · SEC 801-112282

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130 ADMIRAL COCHRANE DRIVE, SUITE 200, ANNAPOLIS, MD, 21401, United States

Phone

410-224-0097

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$281.0M

Discretionary AUM

$281.0M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals111$36.6M
High net worth individuals107$234.6M
Pension/profit sharing plans2$9.8M

States served

DE, MD, NC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD