Amanda N. Hopkins Clouser

RCS FINANCIAL PLANNING

Annapolis, MD 21401

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CRD#: 6978143

Professional summary

Amanda N Hopkins Clouser, CFP®, who also goes by Amanda N Clouser, Amanda Hopkins, is a registered financial advisor currently at RCS FINANCIAL PLANNING, LLC located in Annapolis, Maryland.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Amanda has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda N Clouser | Amanda Hopkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda N Hopkins Clouser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 2, 2018 - Present

RCS FINANCIAL PLANNING, LLC

Office #1: 130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401

RIA

CRD#: 291678

Annapolis, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RCS FINANCIAL PLANNING, LLC

CRD#: 291678 / SEC#: 801-112282

RIA

Registered Investment Advisory firm - (2/7/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(11/2/2018)

IAR

North Carolina
(8/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RCS FINANCIAL PLANNING, LLC

CRD#: 291678 / SEC#: 801-112282

RIA

Registered Investment Advisory firm - (2/7/2018 Approved)

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Contact information

Main Address

130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401

Mailing Address

Phone number

(410) 224-0097

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-RCS FINANCIAL PLANNING, LLC (3/14/2025)

Regulatory assets under management

Total Number of Accounts	675
AUM (Assets Under Management)	$ 241,347,380

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Amanda N. Hopkins Clouser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda N Hopkins Clouser's CRS (Customer Relationship Summary).

Certified licenses

Experience

RCS FINANCIAL PLANNING, LLC

Primary Firm SEC Registration

RCS FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

RCS FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RCS FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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