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RCS FINANCIAL PLANNING, LLC
CRD 291678File 801-112282
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.0M
Below cohort median (national)
Discretionary AUM
$281.0M
Clients
220
667 accounts
Employees
2
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 7, 2018
- Principal office
- 130 ADMIRAL COCHRANE DRIVE, SUITE 200, ANNAPOLIS, MD, 21401
- Phone
- 410-224-0097
- Website
- HTTPS://WWW.RCSPLANNING.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.0M
- Discretionary AUM
- $281.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 667
- Non-discretionary accounts
- 0
- Total accounts
- 667
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $234.6M |
| Pension and profit sharing plans | 2 | $9.8M |
| Individuals (other than high net worth individuals) | 111 | $36.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.