Michael Boyer
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
Michael Boyer is a financial advisor at RCPlanners with a Series 65 designation and two years of industry experience. He has worked at Retirement Capital Planners, LifePro Asset Management, Fast Credit Union, Ultimate Life Financial, and FocusVision. Boyer is licensed to sell insurance products and dedicates approximately half of his time to insurance-related activities. RCPlanners serves individuals, trusts, estates, charitable organizations, corporations, and other businesses, providing comprehensive financial planning, consulting, and discretionary investment management. The firm employs a mix of fundamental and technical analysis along with a proprietary retirement income model to tailor plans to clients’ risk tolerance and goals.
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
York, PA
Most active in
Michael B has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Work history
Retirement Capital Planners, LLC
2024 - Present (2 years)
LifePro Asset Management, LLC
2023 - 2024 (1 year)
Fast Credit Union
2020 - 2021 (1 year)
Ultimate Life Financial
2016 - 2023 (7 years)
FocusVision
2013 - 2016 (3 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.
Shawn M
Series 65
York, PA
Lifetime Financial Foundations, LLC
Adam S
CFP®, ChFC®, Series 63
York, PA
Saubel Financial Group
Matthew E
Series 65
York, PA
Myrmidon Private Capital
Jordan K
Series 63, Series 65
Spring Grove, PA
Kreiner Financial Wealth Management, Inc.
Travis S
Series 65
Hanover, PA
Scott Financial Resources LLC
Sean H
ChFC®, Series 65
Hanover, PA
Financial Advisory Services, LLC
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