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Amanda N Hopkins Clouser

Investment Adviser Representative at RCS Financial Planning, LLC

Annapolis, MDCRD #6978143Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amanda N. Hopkins Clouser is an investment adviser representative with RCS Financial Planning, LLC in Annapolis, MD, where they have been registered since 2018, the year they entered the securities industry. They are registered to provide investment advice in Maryland and North Carolina.

Office

130 Admiral Cochrane Drive, Suite 200
Annapolis, MD 21401

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

RCS Financial Planning, LLCCurrent
11/2/2018 – Annapolis, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. RCS Financial Planning, LLC
    Apr 2018 – no end date reportedAnnapolis, MD
  2. My home
    Jun 2017 – Apr 2018Annapolis, MD
  3. TIAA
    Oct 2008 – Jun 2017New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RCS Financial Planning, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • Next $2,000,0000.75%
  • $3,000,000 and up0.60%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement income planning including income guardrails, tax-aware withdrawal sequencing, Roth conversions, Social Security and pension coordination, RMD planning, IRMAA management, ongoing portfolio monitoring, and semi-annual plan reviews.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Retirement Income PlanningTax-aware WithdrawalsFee-only FiduciarySocial Security CoordinationRoth ConversionsIRMAA ManagementIncome GuardrailsCSRS/FERS BenefitsRMD PlanningWithdrawal Sequencing

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Annapolis, MD
SEC file number:
801-112282

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 19, 2026

View full firm profile

Other advisors at RCS Financial Planning, LLC

1 other advisor in the directory

View RCS Financial Planning, LLC firm profile

Similar advisors in Annapolis, MD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda N Hopkins Clouser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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