Nicholas Lumpp
RCN Wealth Advisors · Stevensville, Maryland
Nicholas Lumpp is a fee-only financial advisor at RCN Wealth Advisors in Stevensville, Maryland. RCN Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RCN Wealth Advisors |
|---|---|
| Based in | Stevensville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $74.5M across 174 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 5283280 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rcnwa.com |
How Nicholas's firm compares
- RCN Wealth Advisors's average account is about $428,000, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Nicholas
Is Nicholas Lumpp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and RCN Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, RCN Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Lumpp based?
Nicholas Lumpp is based in Stevensville, Maryland.
Is Nicholas Lumpp registered with the SEC?
Yes. Nicholas Lumpp is registered as an investment adviser representative in MD and VA (CRD 5283280), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RCN Wealth Advisors manage?
RCN Wealth Advisors reports $74.5M across 174 accounts in assets under management.
How do I contact Nicholas Lumpp?
Through Nicholas's website, www.rcnwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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
- 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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