# Jamie Lapin

> Jamie Lapin is a fee-only financial advisor at RMG Advisors in Rockville, Maryland, who holds the CFP credential. Jamie focuses on tax planning, sustainable & impact investing and estate & legacy planning. RMG Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jamie-lapin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** RMG Advisors
- **Based in:** Rockville, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $200.5M across 465 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Sustainable & impact investing, Estate & legacy planning
- **Works with:** Divorced individuals, Mid-life transitions
- **CRD:** 855217 (https://adviserinfo.sec.gov/individual/summary/855217)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2003)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.rmgadvisors.com

## Frequently asked questions

### Is Jamie Lapin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and RMG Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jamie charge for financial advice?

Jamie's firm, RMG Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jamie Lapin based?

Jamie Lapin is based in Rockville, Maryland.

### What does Jamie specialize in?

Jamie's specialties include tax planning, sustainable & impact investing and estate & legacy planning. Jamie works with divorced individuals and mid-life transitions.

### What credentials does Jamie Lapin hold?

Jamie Lapin holds the CFP credential.

### Is Jamie Lapin registered with the SEC?

Yes. Jamie Lapin is registered as an investment adviser representative in MD (CRD 855217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RMG Advisors manage?

RMG Advisors reports $200.5M across 465 accounts in assets under management.

### How do I contact Jamie Lapin?

Through Jamie's website, www.rmgadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/855217): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.rmgadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.