RCN Wealth Advisors, Inc.

RIASEC RegisteredEst. 2026

Total AUM

$74.5M

Discretionary

$74.5M

100% of AUM

Avg account

$428K

Accounts

174

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 163562
Registered since: February 18, 2026
Website: www.rcnwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI76.87%
Investment Companies18.57%
Individuals4.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RCN Wealth Advisors, Inc. is a corporation operating as an independent registered investment adviser owned by an individual. The firm advises both individual and family clients as well as institutional entities. Core advisory services include financial planning and discretionary portfolio management across individual/small business clients, investment companies, and business or institutional accounts. RCN charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. It does not identify as an active ESG investor and is not designated as a pension consultant or related adviser.