R

RPC Wealth, LLC

Updated today

Client assets under management

$80,823,534

Clients

443

0% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

111

Very High

Average account size

$182,446

About

RPC Wealth serves individual clients with a focus on retirement planning, offering financial planning, consulting, and discretionary investment management. The firm provides holistic retirement planning that addresses tax, investment, and health-care matters and can advise on held-away products such as variable life insurance, annuities, and employer‑sponsored retirement plans.

RPC implements an asset‑allocation approach and typically allocates client assets to registered independent managers (sub‑advisers), selecting model portfolios based on each client’s goals, risk tolerance, and time horizon. The firm exercises discretionary authority to hire and monitor those Independent Managers and conducts quarterly reviews of client accounts while offering at least annual meetings.

Notably, the firm’s principals are licensed insurance agents who, in their individual capacities, sell insurance products for commissions, a disclosed conflict of interest the firm addresses through fiduciary duties and client disclosure. RPC also employs Independent Managers that may provide business and operational support to the firm and includes those managers’ fees within its own billing, a structure the firm says it mitigates through initial and ongoing due diligence and monitoring.

Client services

Selection of other advisers

Expertise

General retirement planning

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $3,000,000: 1.20% $3,000,000 - $4,000,000: 1.10% $4,000,000+: 1.00%

Commissions

Certain Supervised Persons offer insurance products under separate commission-based arrangements.

Main office location

RPC Wealth, LLC

700 W. Eisenhower Blvd, Suite 130

Loveland CO 80537, United States

Number of offices

1

Most active in

Colorado

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Brian R

Series 65

Loveland, CO

RPC Wealth, LLC

Brian Read is a financial advisor at RPC Wealth, LLC in Loveland, CO, holding a Series 65 designation with experience spanning several roles in education and banking prior to joining RPC Wealth in 2025. His background includes positions at Alpine Bank, Front Range Community College, and Western Colorado University. RPC Wealth serves individual clients with a focus on retirement planning, providing financial planning, consulting, and discretionary investment management through an asset-allocation approach that utilizes registered independent managers tailored to client goals and risk tolerance.

General retirement planning
user avatar

Jaris H

Series 63, Series 65

Loveland, CO

RPC Wealth, LLC

Jaris Hansen is a financial advisor at RPC Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 10 years. In addition to his advisory role, he operates as an insurance agent under the name Retirement Planning Center of the Rockies. RPC Wealth, LLC serves individual clients with financial planning, consulting, and discretionary investment management, focusing on holistic retirement planning that includes tax and health care considerations. The firm uses a manager-of-managers approach to asset allocation tailored to client needs and provides ongoing monitoring and periodic account reviews.

General retirement planning
user avatar

Joshua C

Series 65

Loveland, CO

RPC Wealth, LLC

Joshua Cumrine is a financial advisor at RPC Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also engaged in teaching and insurance sales. He is a co-owner of the Retirement Planning Center of the Rockies. RPC Wealth, LLC provides financial planning, consulting, and discretionary investment management primarily for individual clients, using a manager-of-managers approach tailored to client risk tolerance and goals. The firm emphasizes holistic retirement planning that incorporates tax and healthcare considerations.

General retirement planning
user avatar

Brandon H

Series 63, Series 65

Loveland, CO

RPC Wealth, LLC

Brandon Hansen is an advisor at RPC Wealth, LLC in Loveland, Colorado, holding Series 63 and Series 65 licenses with eight years of industry experience. He has previously worked at Inside Real Estate, Keller Williams Realty, and Whitman Burns Realty. RPC Wealth serves individual clients with a focus on retirement planning, offering financial planning, consulting, and discretionary investment management. The firm uses an asset-allocation approach, typically working with registered independent managers to tailor portfolios based on clients’ goals, risk tolerance, and time horizon.

General retirement planning
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