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Amanda N Hopkins Clouser

Amanda N. Hopkins Clouser

RCS FINANCIAL PLANNING
Annapolis, MD 21401
Some features on this profile are disabled
CRD#: 6978143
Amanda N Hopkins Clouser

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".
RF
RCS FINANCIAL PLANNING, LLC
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)

Exams

Current Firm

RF
RCS FINANCIAL PLANNING, LLC
RCS FINANCIAL PLANNING, LLC

CRD#: 291678 / SEC#: 801-112282

RIA
Registered Investment Advisory firm - (2/7/2018 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
2

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-RCS FINANCIAL PLANNING, LLC (3/19/2026)

Regulatory assets under management

Total Number of Accounts667
AUM (Assets Under Management)$ 280,955,416

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.

Company Information

RCS FINANCIAL PLANNING, LLC

CRD#: 291678Annapolis, MD 21401

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