Jon R. Theriault| CFP®, MBA
RS Crum Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Newport Beach, CA 92660
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
In addition to being a principal of RS Crum and lead advisor to many of the firm’s clients, Mr. Theriault also manages the company’s day-to-day operations. Jon joined RS Crum in 2008 after 13 years of providing specialized advisory services to business owners, including running his own mergers and acquisitions firm. As a result, he has a unique understanding of the emotional and complex decisions that impact business owners and families as they contemplate major transitional events.
A member of the FPA as well as NAPFA, Jon is also a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine and regularly volunteers to teach financial management classes through his local church. He has a Bachelor of Science degree in business administration from the University of Arizona and an MBA from Pepperdine University. Jon is married and has three children.
RS Crum’s mission is to help people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress.
The RS Crum story goes back to 1976 when our founder, Richard S. Crum, established one of the first fee-only financial advisory firms in the country, which was an innovative and bold move given the commission-fueled world of investments that was prevalent at the time. Mr. Crum was on to something special and today, over 40 years later, RS Crum’s commitment to providing objective, professional financial advice has never wavered.
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 have grown as a result, but have done so carefully to make sure we have the right people in place to deliver an exceptional and highly personalized wealth management experience.
Based in Newport Beach, California, R.S. Crum, Inc. is an independent Registered Investment Advisor. With nearly $400 million in assets under management, RS Crum is regulated by the Securities and Exchange Commission.
Values are something we take very seriously. They drive how we treat our clients, how we treat our staff, and how we live our lives. The values listed below are just words unless carried out through our daily actions, but we can proudly say our firm has been built around these same core values for over 40 years and it is our intention to guard them closely into the future.