Michael Woodrow Boyer
Investment adviser representative at Rcplanners
10 yearsExperience
2 statesRegistered in
$112.1MFirm assets
Under 1 yearFirm in business
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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
Experience
10 years in the industry.
- RcplannersFeb 2024 to now
- Retirement Capital Planners, LLCJan 2024 to now
- Lifepro Asset Management, LLCJun 2023 to Apr 2024
- Fast Credit UnionFeb 2020 to Nov 2021
- Ultimate Life FinancialOct 2016 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Rcplanners
Legal name: Retirement Capital Planners, LLC
$112.1MAssets managed
179Clients
4Advisers
Under 1 yearIn 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
- 7773403
- Firm CRD
- 298369