Collin Toal
RCS Financial Planning · Annapolis, Maryland
Collin Toal is a fee-only financial advisor at RCS Financial Planning in Annapolis, Maryland. Collin 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 |
| SEC registration | Investment adviser representative in MD · CRD 8356227 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rcsplanning.com |
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Questions about Collin
Is Collin Toal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Collin 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 Collin charge for financial advice?
Collin's firm, RCS Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Collin charge?
According to RCS Financial Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Collin work with clients virtually?
Yes. RCS Financial Planning says on its website that it works with clients remotely.
Where is Collin Toal based?
Collin Toal is based in Annapolis, Maryland.
What does Collin specialize in?
Collin's specialties include retirement planning, tax planning and estate & legacy planning. Collin works with retirees, pre-retirees and early-career professionals.
Is Collin Toal registered with the SEC?
Yes. Collin Toal is registered as an investment adviser representative in MD (CRD 8356227), 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 Collin Toal?
Through Collin'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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