Joshua Cumrine
Advisor at RPC Wealth, LLC
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
Joshua Cumrine is a financial advisor at RPC Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also engaged in teaching and insurance sales. He is a co-owner of the Retirement Planning Center of the Rockies. RPC Wealth, LLC provides financial planning, consulting, and discretionary investment management primarily for individual clients, using a manager-of-managers approach tailored to client risk tolerance and goals. The firm emphasizes holistic retirement planning that incorporates tax and healthcare considerations.
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $3,000,000: 1.20% $3,000,000 - $4,000,000: 1.10% $4,000,000+: 1.00%
Certain Supervised Persons offer insurance products under separate commission-based arrangements.
Location
700 W. Eisenhower Blvd, Suite 130
Loveland, CO 80537
Most active in
Joshua C has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Cumrine Wealth Management, LLC
2015 - Present (11 years)
Cumrine & Company, LLC
2009 - Present (17 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lucas C
CFP®, Series 66
Timnath, CO
Level Up Financial Planning, LLC
Sunit B
CFP®, Series 65
Fort Collins, CO
Oaktree Financial Planning, LLC
Andrew L
Series 63, Series 65
Loveland, CO
Fletching Arrows Wealth Management LLC
David Y
CFP®, Series 63, Series 66
Loveland, CO
Aspired Wealth
Thomas P
PFS™
Loveland, CO
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Brian J
CFP®, Series 66
Loveland, CO
Intelligent Investing
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")