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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-07-2018
- Office Locations
- 1
Office Locations
About RCS Financial Planning, LLC
RCS Financial Planning is a fiduciary RIA in Annapolis, MD serving retirees/near-retirees and younger professionals nationwide. The firm leads with planning and real-life decision support—retirement income strategy, tax-aware guidance, Social Security, and major life transitions—using investments as a tool to support the plan. Public filings indicate predominantly ETF-based portfolios, commonly custodied at Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
THADDEUS NORMAN TOAL JR.
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4089665
- Ownership
- 75% or more
Amanda N Hopkins Clouser
PARTNER
- CRD
- #6978143
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,955,416 | $421,223 |
| Non-Discretionary | $0 | -- |
| Total | $280,955,416 | $421,223 |
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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 |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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