RPC Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,823,534
Total clients
443
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
222
Average account size
$182,446
About
RPC Wealth serves individual clients with a focus on retirement planning, offering financial planning, consulting, and discretionary investment management. The firm provides holistic retirement planning that addresses tax, investment, and health-care matters and can advise on held-away products such as variable life insurance, annuities, and employer‑sponsored retirement plans.
RPC implements an asset‑allocation approach and typically allocates client assets to registered independent managers (sub‑advisers), selecting model portfolios based on each client’s goals, risk tolerance, and time horizon. The firm exercises discretionary authority to hire and monitor those Independent Managers and conducts quarterly reviews of client accounts while offering at least annual meetings.
Notably, the firm’s principals are licensed insurance agents who, in their individual capacities, sell insurance products for commissions, a disclosed conflict of interest the firm addresses through fiduciary duties and client disclosure. RPC also employs Independent Managers that may provide business and operational support to the firm and includes those managers’ fees within its own billing, a structure the firm says it mitigates through initial and ongoing due diligence and monitoring.
Client services
Expertise
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.
Main office location
RPC Wealth, LLC
700 W. Eisenhower Blvd, Suite 130
Loveland CO 80537, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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