{
  "crd_number": 163562,
  "slug": "rcn-wealth-advisors-inc-163562",
  "primary_business_name": "RCN WEALTH ADVISORS, INC.",
  "legal_name": "RCN WEALTH ADVISORS, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-18",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-29",
  "carried_forward": false,
  "raum_total": 74529000.0,
  "raum_discretionary": 74529000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3404000.0,
      "count": 15
    },
    "investment_companies": {
      "raum": 13838000.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 57287000.0,
      "count": 38
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD",
    "VA"
  ],
  "websites": [
    "https://paretoetf.com",
    "https://rcnwa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163562",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/rcn-wealth-advisors-inc-163562",
  "display_name": "RCN Wealth Advisors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. RCN Wealth Advisors, Inc. (CRD 163562): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is RCN Wealth Advisors, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does RCN Wealth Advisors, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Is RCN Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "RCN Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 163562."
    },
    {
      "q": "How much does RCN Wealth Advisors, Inc. manage?",
      "a": "RCN Wealth Advisors, Inc. reports $74,529,000 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does RCN Wealth Advisors, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does RCN Wealth Advisors, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does RCN Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does RCN Wealth Advisors, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in RCN Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $58,362,000 to $74,529,000 (+28%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $58,362,000 to $74,529,000 (+28%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour"
        ],
        "quotes": [
          "The hourly fee for these services is $200."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "these services"
        }
      ]
    },
    "quotes": [
      "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.",
      "The hourly fee for these services is $200."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rcn-wealth-advisors-inc-163562.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 3404000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 57287000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 13838000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163562",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}