A complete list of active advisors currently associated with RPC Wealth, LLC

Warmer can help you find a great advisor at RPC Wealth, LLC or one who fits your needs even better.

RPC Wealth, LLC provides financial planning, retirement planning, consulting and discretionary investment management for individual clients and their trusts. As of December 31, 2025 the firm reported approximately $80.8 million in assets under management and begins engagements only after a written advisory agreement is executed. RPC uses an asset-allocation approach and allocates client assets to independent third‑party investment managers, selecting and monitoring those managers based on their strategies, past performance and operational capabilities. The firm also advises on held-away investments such as variable life insurance and annuity contracts and tailors allocations to clients’ risk tolerance, time horizon and liquidity needs. A noteworthy aspect of RPC is that some of its principals and registered personnel are licensed insurance agents who, in their individual capacities, offer insurance products for commission and disclose that conflict of interest. The brochure also discloses that certain Independent Managers provide business and operational support to the firm and that RPC’s fees incorporate amounts paid to those managers, an arrangement the firm says it mitigates through initial and ongoing due diligence.

To learn more about the advisors currently working at RPC Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.