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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 220 clients with $280M 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. Clients with over $750,000 in assets under management receive ongoing financial planning at no additional cost.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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