RC Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RC Wealth Management serves individuals, high‑net‑worth clients, small businesses, and certain nonprofit organizations with comprehensive financial planning, investment consulting, and ongoing portfolio management. The firm also provides business consultation services and runs educational seminars and workshops on financial planning and investing.
The firm’s investment approach emphasizes fundamental analysis and a focus on downside risk mitigation and capital preservation, with most portfolio management provided on a nondiscretionary basis and the option to recommend institutional third‑party managers. Engagements begin with an initial interview and tailored analysis, followed by implementation support, periodic reviews, and coordination with outside professionals as needed.
Compared with many peers, the firm discloses the use of client testimonials in its advertising and maintains a public educational workshop program, and its brochure notes acceptance of alternative payment arrangements (including payment via a PCI‑compliant third‑party processor). The firm’s regulatory disclosures also reflect several administrative registration matters that were corrected, with no allegations of client harm.
Client services
Expertise
Fee options
Financial planning fixed fee $499 per broad multi-component engagement
$0 - $249,999: 1.00% $250,000 - $499,999: 0.80% $500,000 - $999,999: 0.65% $1,000,000 - $2,999,999: 0.55% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.40%
$150 per hour for limited planning component engagement
Educational workshops: fee ranges from $199 to $25,000 per session
Fee-only: Financial planning: Fixed fee $499; hourly fee $150 per hour (billed in 10-minute increments)
Main office
Oakland CA
Advisors at this office
1
Most active in
California
Also doing business as
Rc Wealth Management · Rc Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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Other specialized services
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Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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