RS Crum was founded in 1976 with the goal of providing objective, professional financial advice to help bring 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.

For most people, managing their finances can be an overwhelming task. Many times these tasks are compartmentalized and monitored by other advisors while clients are left to oversee the big picture. Our firm fills this role. However, we do not replace other highly valued professionals – rather, we work in concert with your team to organize the efforts of all parties.

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. They rely on us to be their counselor, business advisor, investment manager and friend.

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.