Mitch Christensen
RS Crum Inc. · Newport Beach, California
Mitch Christensen is a fee-only financial advisor at RS Crum Inc. in Newport Beach, California, who holds the CFP and MBA credentials. RS Crum Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RS Crum Inc. |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $720.7M across 971 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 7455228 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | rscrum.com |
| Profile |
How Mitch's firm compares
- RS Crum Inc.'s average account is about $742,000, from its Form ADV (assets managed divided by 971 accounts).
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Questions about Mitch
Is Mitch Christensen a fee-only financial advisor?
Yes. Mitch Christensen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mitch's firm.
How does Mitch charge for financial advice?
Mitch's firm, RS Crum Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mitch Christensen based?
Mitch Christensen is based in Newport Beach, California.
What credentials does Mitch Christensen hold?
Mitch Christensen holds the CFP and MBA credentials.
Is Mitch Christensen registered with the SEC?
Yes. Mitch Christensen is registered as an investment adviser representative in CA (CRD 7455228), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does RS Crum Inc. manage?
RS Crum Inc. reports $720.7M across 971 accounts in assets under management.
How do I contact Mitch Christensen?
Through Mitch's website, rscrum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- RS Crum Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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