Cole Brooks
CRB Strategic Services LLC · Phoenix, Arizona
Cole Brooks is a fee-only financial advisor at CRB Strategic Services LLC in Phoenix, Arizona, who holds the CFP credential. Cole charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $1,000 a year and one-time plans from $1,000) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | CRB Strategic Services LLC |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $1,000 a year · One-time plans from $1,000 |
| Accepting new clients | Yes |
| Assets under management | $58.5M across 218 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, PA, TX · CRD 6241385 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | crbss.com |
| Profile |
How Cole's firm compares
- Ongoing planning starts at $1,000 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the Arizona median of $1,650 for fee-only firms that publish prices.
- CRB Strategic Services LLC's average account is about $268,000, from its Form ADV (assets managed divided by 218 accounts).
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Questions about Cole
Is Cole Brooks a fee-only financial advisor?
Yes. Cole Brooks is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cole's firm.
How does Cole charge for financial advice?
Cole charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets.
How much does Cole charge?
According to CRB Strategic Services LLC's website, checked October 28, 2026: ongoing planning from $1,000 a year; one-time plans from $1,000.
Where is Cole Brooks based?
Cole Brooks is based in Phoenix, Arizona.
What does Cole specialize in?
Cole's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Cole Brooks hold?
Cole Brooks holds the CFP credential.
Is Cole Brooks registered with the SEC?
Yes. Cole Brooks is registered as an investment adviser representative in AZ, CA, CO, PA and TX (CRD 6241385), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does CRB Strategic Services LLC manage?
CRB Strategic Services LLC reports $58.5M across 218 accounts in assets under management.
How do I contact Cole Brooks?
Through Cole's website, crbss.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- CRB Strategic Services LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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