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The fee is billed in advance and is negotiable.","source":"RETIREMENT CAPITAL STRATEGIES FORM ADV PART 2A, filed 21 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Retirement Capital Strategies use?","answer":"Retirement Capital Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $282M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Retirement Capital Strategies have?","answer":"Retirement Capital Strategies has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Retirement Capital Strategies invest in?","answer":"At the end of its last fiscal year, Retirement Capital Strategies’ separately managed accounts held 78% exchange-traded equities, 11% non-exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Retirement Capital Strategies?","answer":"Retirement Capital Strategies’ direct owner is Thomas Vaughan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Retirement Capital Strategies get paid?","answer":"Retirement Capital Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. 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