Fee-OnlyFinder

Rcs Wealth Management

Financial planning in Centennial, CO

State registeredNo commissions reported

Call (303) 777-5500Send a messageMap ↗

Public-record details

Address
3989 E. Arapahoe Road, Suite 216, Centennial, CO 80122
Phone
(303) 777-5500
Listed under
Financial planning, % of assets managed
Legal name
Rcs Wealth Management Corp
CRD number
328114
Registration
State registered: CO
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$22.7 million
Accounts managed
146
Clients reported (Form ADV 5.D)
64
Individual / high-net-worth clients
64 / 0
Employees
2
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-24

State registered (CO) investment adviser, CRD 328114, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Centennial

Colorado Financial Service Corporation188 Inverness Drive West, Ste 100 · Centennial, CO 80112 · (866) 903-6760 · Financial planningCRD 104343 · % of assets, Hourly charges, Fixed fees · $84.1 million AUMState registeredNo commissions reportedEliason Wealth Management LLC9200 E Mineral Ave Ste 100 · Centennial, CO 80112 · (720) 588-9717 · Financial planningCRD 318316 · % of assets, Fixed fees · $2.5 million AUMState registeredNo commissions reportedFfg Retirement Counseling5975 South Quebec Street, Suite 130 · Centennial, CO 80111 · (303) 327-8100 · Financial planningCRD 308305 · % of assets, Fixed fees · $216.5 million AUMSEC registeredNo commissions reportedFit Wealth Management6341 S. Troy Circle Unit E · Centennial, CO 80111 · (303) 618-3587 · Financial planningCRD 281494 · % of assets, Fixed fees · $147.4 million AUMSEC registeredNo commissions reportedHinchley Advisory Group, LLC6746 South Revere Parkway, Suite B-140 · Centennial, CO 80112 · (303) 284-8081 · Financial planningCRD 157860 · % of assets · $193.1 million AUMSEC registeredNo commissions reportedIrving Planning & Investments, LTD.4901 E Dry Creek Rd, Ste 130 · Centennial, CO 80122 · (303) 985-4100 · Financial planningCRD 109978 · % of assets, Hourly charges · $72.3 million AUMState registeredNo commissions reportedJhp Wealth Management, LLC6500 S Quebec St, #215 · Centennial, CO 80111 · (720) 580-0597 · Financial planningCRD 298784 · % of assets · $223.8 million AUMSEC registeredNo commissions reportedLoyd Financial Management INC.7475 East Peakview Avenue,, Building 10 · Centennial, CO 80111 · (303) 779-0987 · Financial planningCRD 112236 · % of assets, Hourly charges · $133.5 million AUMSEC registeredNo commissions reported

All 15 in Centennial →