<#-- Rebranding: Header Logo--> <#-- Rebranding: Footer Logo-->

Mark Rylance

CFP®
Retirement, Investing, Small Business
77%
Helpful
12
Answers
2
Articles
2
Followers
“Providing financial planning and investment services since 1998, Mark Rylance is committed to helping people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress.”
Firm:

RS Crum, Inc.

Job Title:

President

Biography:

Mark Rylance is a Principal and lead advisor at RS Crum, Inc. Mark is passionate about helping people make good financial decisions, both on the investment side as well as other financial planning areas (estate planning, tax, risk management, etc.). Mark always works on a fee only (no commission) basis which helps eliminate conflicts of interest.

Mark joined RS Crum in 2003 after spending six years with Merrill Lynch. Actively involved in the community, Mark is a past President and member of the Orange County FPA, a member of both NAPFA and the Sudden Money Institute, and is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine. Mr. Rylance has 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 has volunteered his time on a number of philanthropic projects, including Advisors in Philanthropy (AIP), Junior Achievement, Working Wardrobes, the Ronald Simon Foundation, and “It’s Your Money”. Mark is a graduate of the University of Arizona with a Bachelor of Science degree in business administration. He is married and lives in San Clemente with his wife Holly and their two children Avery and Evan.

Education:

BS, Business Administration, University of Arizona

Assets Under Management:

$385 million

Fee Structure:

Fee-Only

CRD Number:

3029730

All Articles
Sort By:
Most Helpful
June 2017
    Personal Finance
July 2017

All Answers
Sort By:
Most Helpful
    Stocks
I want to invest in equities, but I don't have much money. Is there a minimum number of shares I must buy?
50% of people found this answer helpful

I suggest opening an account with Charles Schwab and start a monthly investment plan with the amount that you can afford. They have proprietary Schwab One exchange traded funds that have zero transaction costs. I believe they also waive the $1,000 minimum account size if you set up an automatic investment program. They have 200 low cost investment options. The most important thing is to take action and get it set up. It will be fun to watch it grow and you can increase your contributions as your income rises.

February 2017
    Financial Planning, Stocks
Is it safe to assume a market downturn?
50% of people found this answer helpful
February 2017
    Investing, ETFs
Should I be investing in sector ETFs or are they too volatile?
38% of people found this answer helpful
February 2017
    IRAs, Taxes
Are inheritors of an IRA subject to any special taxes?
10% of people found this answer helpful
November 2016
    Personal Finance, Social Security
How much income can I make a year before my Social Security payments reduce?
8% of people found this answer helpful
November 2016