Jamie Lapin
RMG Advisors · Rockville, Maryland
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.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | RMG Advisors |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $200.5M across 465 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 855217 |
| Exams passed | Series 63 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.rmgadvisors.com |
| Profile |
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Questions about Jamie
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.
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
- RMG Advisors 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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