Amanda Hopkins Clouser
RCS Financial Planning · Annapolis, Maryland
Amanda Hopkins Clouser is a fee-only financial advisor at RCS Financial Planning in Annapolis, Maryland, who holds the CFA credential. Amanda focuses on retirement planning, tax planning and estate & legacy planning. RCS Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | RCS Financial Planning |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $281.0M across 667 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, NC · CRD 6978143 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rcsplanning.com |
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Tell Amanda a little about what you're looking for. Amanda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amanda
Is Amanda Hopkins Clouser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and RCS Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, RCS Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Amanda charge?
According to RCS Financial Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Amanda work with clients virtually?
Yes. RCS Financial Planning says on its website that it works with clients remotely.
Where is Amanda Hopkins Clouser based?
Amanda Hopkins Clouser is based in Annapolis, Maryland.
What does Amanda specialize in?
Amanda's specialties include retirement planning, tax planning and estate & legacy planning. Amanda works with retirees, pre-retirees and early-career professionals.
What credentials does Amanda Hopkins Clouser hold?
Amanda Hopkins Clouser holds the CFA credential.
Is Amanda Hopkins Clouser registered with the SEC?
Yes. Amanda Hopkins Clouser is registered as an investment adviser representative in MD and NC (CRD 6978143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RCS Financial Planning manage?
RCS Financial Planning reports $281.0M across 667 accounts in assets under management.
How do I contact Amanda Hopkins Clouser?
Through Amanda's website, www.rcsplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RCS Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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