RC Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
RC Wealth Management LLC provides investment management and related financial planning services, including portfolio management, investment consultation, and periodic educational workshops. The firm typically implements strategies by recommending and overseeing third‑party or institutional investment managers and sub‑advisors rather than sponsoring wrapped‑fee programs itself.
The firm’s investment approach is based on fundamental analysis with a flexible, risk‑aware process that seeks to preserve capital in weak markets while pursuing attractive risk‑adjusted returns in stronger markets. Portfolios are constructed across mutual funds, ETFs, equities, fixed income and other pooled vehicles (excluding leveraged or derivatives strategies), and the firm conducts due diligence and ongoing reviews of any recommended third‑party managers.
Noteworthy aspects include the firm’s provision of paid educational seminars and the availability of limited‑scope, hourly planning engagements—features that are less common among peers in this category. The firm also disclosed that it had no reportable client assets under direct management as of the end of 2015 and operates as a small, adviser‑centric practice that relies on third‑party managers and custodial relationships for implementation and custody.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
Fixed fee of $499 for multi-component financial planning engagements. Educational workshops fees range from $199 to $25,000 per session.
$0 - $249,999: 1.00% annually $250,000 - $499,999: 0.80% annually $500,000 - $999,999: 0.65% annually $1,000,000 - $2,999,999: 0.55% annually $3,000,000 - $4,999,999: 0.50% annually $5,000,000+: 0.40% annually
$150 per hour, billed in 10-minute increments for limited planning component engagements.
Account minimum: $0 (no minimum stated for direct advisory clients; third-party managers may have minimums informed in advance) Minimum fee: Financial planning fixed fee of $499 for multi-component engagements. Fee-only: Financial planning fixed fee ($499) and hourly fees ($150/hour). Portfolio management fees are asset-based.
Most active in
RC Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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