RCPLANNERS

Legal name: RETIREMENT CAPITAL PLANNERS, LLC

CRD 298369File 801-136953

APPROVED

Retail clients

Custody

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$112.1M

Bottom 25% of cohort (national)

Discretionary AUM

$112.1M

Clients

179

426 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 11, 2026
Principal office: Not reported
Phone: 804-372-7337
Website: https://www.rcplanners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $112.1M
Discretionary AUM: $112.1M
Non-discretionary AUM: $0
Discretionary accounts: 426
Non-discretionary accounts: 0
Total accounts: 426
AUM per client: $626K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	19	$44.3M
Individuals (other than high net worth individuals)	160	$67.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.