RS Crum Inc.

RS Crum Inc. at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 6 advisors are listed here; 5 of 6 hold the CFP.
• Its Form ADV reports 9 employees and 328 individual clients, 186 of them high net worth.
• Its average account is about $742,000 (assets it manages divided by its 971 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

RS Crum Inc. fees

RS Crum Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Daniel Sexton

  CFP

• Douglas Jankowski

• Eric Papa

  CFP

• Jon Theriault

  CFP

• Mark Rylance

  CFP

• Mitch Christensen

  CFP · MBA