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RCS FINANCIAL PLANNING, LLC

ANNAPOLIS, MD · CRD 291678 · IAPD ↗ · rcsplanning.com · 410-224-0097

$281.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — RCS FINANCIAL PLANNING, LLC now reports custody of client assets ($41.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
September 2024 — RCS FINANCIAL PLANNING, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.