# 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.

- CRD: 163562
- Filed as: RCN WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163562
- AdvisorCensus page: https://advisorcensus.com/firm/rcn-wealth-advisors-inc-163562

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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 hourly fee for these services is $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $74,529,000
- Discretionary: $74,529,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,404,000 |
| High net worth individuals | 38 | $57,287,000 |
| Investment companies | 1 | $13,838,000 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [paretoetf.com](https://paretoetf.com)
- [rcnwa.com](https://rcnwa.com)

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RCN Wealth Advisors, Inc. (CRD 163562): Form ADV filing data as of October 2026.