Thaddeus Norman Toal
Investment adviser representative at Rcs Financial Planning, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$281MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Rcs Financial Planning, LLCNov 2017 to now
- Rockwood Wealth Management, LLCDec 2008 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (MD, NC, TX).
Rcs Financial Planning, LLC
$281MAssets managed
220Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4089665
- Firm CRD
- 291678