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.


Here are links to certain websites offering additional RS Crum resources or education for those seeking more information about RS Crum or the Financial Planning industry as a whole. Certified Financial Planner Board of Standards CFP® National Association of Personal Financial Advisors NAPFA Financial Planning Association FPA

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