Thaddeus Toal is a CFP-designated registered investment advisor at Rcs Financial Planning, LLC, based in Annapolis, MD, with 24 years of industry experience. Thaddeus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 222 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
130 Admiral Cochrane Drive, Suite 200, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rcs Financial Planning, LLC
Previous Registrations
Rockwood Wealth Management, LLC
Triton Wealth Management, LLC
Medallion Advisory Services, LLC
State Registrations3 states
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