Firm
RCN Wealth Advisors
Stevensville, Maryland
Fee-only
RCN Wealth Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 53 individual clients, 38 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 174 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Stevensville, Maryland |
|---|---|
| Website | rcnwa.com |
| Phone | (410) 956-6003 |
RCN Wealth Advisors fees
RCN Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 15 |
| High-net-worth clients | 38 |
| Accounts managed | 174 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135338) |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 163562 |
Advisors at this firm (1)
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