AdvisorCensus / Financial advisors / RCN Wealth Advisors, Inc.
RCN Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.
Quick answers
From the filingHow is RCN Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), RCN Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
How much does RCN Wealth Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated April 27, 2026 states: Hourly rate: $200 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is RCN Wealth Advisors, Inc. registered with the SEC or a state?
RCN Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 163562.
How much does RCN Wealth Advisors, Inc. manage?
RCN Wealth Advisors, Inc. reports $74,529,000 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).
What types of clients does RCN Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (15); investment companies (1).
Which custodians does RCN Wealth Advisors, Inc. use?
RCN Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does RCN Wealth Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163562
Does RCN Wealth Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated April 27, 2026 says: "There is a minimum household requirement of $500,000, which may be waived by the investment advisor, based on the needs of the client, the complexity of the situation and expected future amounts invested."
What changed in RCN Wealth Advisors, Inc.'s recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $58,362,000 to $74,529,000 (+28%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is a minimum household requirement of $500,000, which may be waived by the investment advisor, based on the needs of the client, the complexity of the situation and expected future amounts invested.
Hourly rate: $200 an hour
The brochure's wording
The hourly fee for these services is $200.
As stated in the firm's Form ADV Part 2A brochure dated April 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$74,529,000 as of October 2026, filing dated April 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Regulatory assets under management went from $58,362,000 to $74,529,000 (+28%).
- April 2026
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. RCN Wealth Advisors, Inc. (CRD 163562): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rcn-wealth-advisors-inc-163562