Mark Rylance

CFP®

RS Crum Inc.

Financial Advisor

Mark Rylance

CFP®

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. - Mark Rylance, CFP®

(949) 428-9696

Fee Only Financial Planner Located in Newport Beach, CA and Serving Clients Nationwide

Mark Rylance 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, Mark Rylance is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As President and CEO, Mr. Rylance oversees RS Crum’s overall investment strategy and is the lead advisor to many of the firm’s clients. Mark joined RS Crum in 2003 after spending several years building his own financial advisory practice with Merrill Lynch. Actively involved in the community, Mark is a past President of the Orange County Financial Planning Association (FPA) and is a member of the National Association of Personal Financial Advisors (NAPFA). He has also volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, “It’s Your Money” and Interval House.

Mark is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. He is married and has two children.

Mark Rylance 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
At RS Crum, we help clients organize and maneuver through the complexities of their finances and have been doing so for over 35 years. Our experienced team of financial advisors work collaboratively to deliver knowledge and creative solutions to both educate as well as empower. In short, we provide objective, professional financial advice with the goal of bringing peace of mind to our clients' financial lives.

With an appreciation for the fact that every financial situation is different, our advisors work as a team and take the time necessary to look at each client's unique and often complex circumstances - not just their brokerage accounts - to make sure we understand the big picture.

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 Mark Rylance

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Office Locations:

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

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