Jon Theriault

CFP®, MBA

RS Crum Inc.

Financial Advisor

Jon Theriault

CFP®, MBA

RS Crum Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Theriault, CFP®, MBA

(949) 428-9696

Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country

Jon Theriault is a Newport Beach, CA fee-only financial planner. RS Crum Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Theriault is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Jon Theriault is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Our History
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.

Our Values
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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jon Theriault

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Office Locations:

  • 4 Upper Newport Plaza Drive
    Suite 201
    Newport Beach, CA 92660

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