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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 4
Office Locations
About Rcplanners
Retirement Capital Planners (RCPLANNERS) is a retail RIA focused on helping individual investors and entrepreneurs transition into retirement. Its Carefree Retirement Income Model builds sustainable, tax-efficient income plans and strategies to manage market risk, inflation, and longevity. Portfolios commonly use ETFs and publicly offered funds, with Charles Schwab as primary custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEREMY DAVID SHIPP
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6185268
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Michael Woodrow Boyer
Investment Advisor
- CRD
- #7773403
MICHAEL P CUTBIRTH
--
- CRD
- #2635216
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,101,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $112,101,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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