Mark K. Rylance, CFP^®

President

RS Crum Inc.

4 Upper Newport Plaza Dr, Ste 201
Newport Beach, CA 92660

FINANCIAL ADVISOR'S WEBSITE

www.rscrum.com

(949) 428-9696 CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As a fee-only advisory firm, our only source of compensation comes from fees paid directly by our clients. We do not accept any other form of compensation from third parties as a result of recommending investment products or the types of work we perform.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Brochures

The RS Crum Difference

Financial Times Top 300

General

Mark Rylance is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RS Crum Inc. in Newport Beach, CA and the surrounding communities.

Financial Advisor Overview

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.

Financial Advisor Experience

Mark has nearly 20 years of experience providing financial planning solutions to high net worth and high income individuals. Mark holds the designation of Certified Financial Planner®. He is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. Mark is a past President of the Board of Directors of the Financial Planning Association (FPA) in Orange County. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Mark regularly volunteers his time with a number of non-profits, including Junior Achievement, Working Wardrobes, and Advisors in Philanthropy, among others.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Women's Finances