R
Rcv Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
RCV Financial Services is a state‑registered independent adviser that provides comprehensive and abbreviated financial planning to individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, and trusts. The firm delivers written plans and ongoing planning work on a fixed‑fee or hourly basis and does not provide investment management or custody of client assets; it reported managing no client assets as of December 31, 2024.
The adviser gathers extensive client information and employs third‑party planning software to model assumptions and “what‑if” scenarios, producing recommendations across retirement income, estate, tax, investment and insurance planning with at least annual reviews. For implementation, RCV may recommend independent third‑party money managers or an affiliated state‑registered investment adviser, and it may also recommend specific securities or insurance products to clients.
Noteworthy aspects disclosed in the brochure include a formal affiliation with another registered investment adviser and that the advisory representative is licensed to sell commissionable insurance products, which the firm identifies as potential conflicts of interest. RCV’s focus on planning rather than offering in‑house portfolio management sets it apart from most independent peers, and the firm does not direct brokerage, maintain custody, or vote client proxies on their behalf.
Client services
Financial planning
Expertise
General retirement planning
Retirement income strategy
General tax planning
Fee options
Fixed fees for financial plans, typically $1,500 to $10,000
Advisory representative is licensed to sell insurance products and receives commissions from insurance product sales
Hourly consulting fees charged at $250 per hour
Fee-only: Fixed fee per financial plan, typically ranging from $1,500 - $10,000; hourly rate fees at $250 per hour for consultations and annual reviews
Main office location
Rcv Financial Services
25152 Springfield Court, Suite 345
Valencia CA 91355, United States
Number of offices
2
Most active in
Rcv Financial Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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