Jeremy Shipp
Advisor at RCPlanners
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jeremy Shipp is a CFP® professional with 12 years of industry experience, currently serving as an advisor at RCPlanners. His prior roles include positions at Moneytrax North America Inc., Retirewise University, and Harbor Wealth Advisors, among others. He is also licensed to sell insurance products and dedicates approximately 25% of his time to insurance-related activities. RCPlanners serves individuals, trusts, estates, charitable organizations, and businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a proprietary retirement income model and combines fundamental and technical analysis to tailor strategies to client objectives.
Fee options
Fixed fees for comprehensive financial planning services typically range from $1,000 to $10,000 depending on complexity; ongoing financial planning services charged as fixed monthly fees, typically $1,000 to $10,000 annually.
Up to $500 per hour for financial planning consulting services, negotiated in advance.
Ongoing financial planning services charged as fixed monthly fees, invoiced monthly in arrears.
Location
Midlothian, VA
Most active in
Jeremy S has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · New Jersey · Pennsylvania · Texas · Virginia
Work history
Moneytrax North America Inc.
2021 - 2023 (2 years)
Retirewise University
2018 - 2021 (3 years)
Retirement Capital Planners, LLC
2018 - Present (8 years)
First Advisors National, LLC
2015 - 2018 (3 years)
O'Dell, Winkfield, Roseman & Shipp, LLC
2015 - 2019 (4 years)
Harbor Wealth Advisors, LLC
2013 - Present (13 years)
OWRS Estate Services, LLC
2012 - 2019 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Daniel D
Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Michael G
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Jb B
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Charan M
Series 63, Series 65
Powhatan, VA
Manektala Investment Advisory Services Inc.
John H
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Bradley C
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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