RS Crum Inc.
Founded in 1976, RS Crum provides objective, professional financial advice with the goal of bringing peace of mind to our clients' financial lives. A pioneer in the fee-only financial planning industry, our firm provides a broad spectrum of financial advisory services to a diverse yet select group of high net worth individuals, business owners, and their families.
Over the years we have worked hard to build an environment that is both flexible and comfortable for our clients while maintaining a high priority on the details. We offer a highly personalized approach which allows our clients to look to us for much more than investment advice.
RS Crum Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. Based in Newport Beach, most of our clients reside in Southern California but we do serve a number of clients in other parts of the country.
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