CELEBRATING 40 YEARS OF FINANCIAL MANAGEMENT
 

RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. As fiduciary consultants, we prefer to serve our clients – not sell to them.


 

Complimentary Consultations

We offer a complimentary introductory meeting designed specifically to learn more about your situation, goals and objectives as well as to establish what we can do to help. All information provided and/or discussed in this meeting is held in strict confidence.
 
Schedule An Appointment

Learn more about our ‘fee-only’ approach to wealth management whereby our only source of compensation comes from fees paid directly by our clients.