Our founder helped pioneer the concept of “fee-only” financial planning in California in 1976. As a fee-only advisory firm, our only source of compensation comes from fees paid by our clients. We do not accept any other form of compensation from third parties or as a result of the work we perform. This provides comfort for our clients because they know our advice will remain objective and our integrity will not be compromised.

In determining fees, we look at each client's entire story – not just their brokerage accounts – in order to determine how we might best serve them. We take the time to understand their needs, the relevant work to be done, and develop an appropriate fee for our services. Most agreements and related fees are annualized, but are never viewed as permanent – offering greater flexibility for both RS Crum and our clients.

Clients with full-service engagements have annualized fees that can be paid in quarterly or monthly installments. We also work selectively with clients facing transitional events or an accelerated time frame whereby our fees reflect only the time and limited services required. To predetermine appropriateness, it should be noted that our minimum full service fee is currently $15,000 per year.

Initial Consultation
We offer a complimentary and confidential introductory meeting designed specifically to learn more about your situation, goals and objectives, as well as to establish what we can do to help you. Introductory meetings typically need to be scheduled two to three weeks in advance and will be attended by one or more of our advisors depending on availability.

Please call (949) 428-9696 for more information.