Richard Crawford
Highline Private Wealth · Jacksonville, Florida
Richard Crawford is a fee-only financial advisor at Highline Private Wealth in Jacksonville, Florida. Richard focuses on estate & legacy planning, tax planning and family wealth transfer. Highline Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Highline Private Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 24 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5609395 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | highlinepw.com |
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Questions about Richard
Is Richard Crawford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Highline Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Highline Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Crawford based?
Richard Crawford is based in Jacksonville, Florida.
What does Richard specialize in?
Richard's specialties include estate & legacy planning, tax planning and family wealth transfer. Richard works with multi-generational families.
Is Richard Crawford registered with the SEC?
Yes. Richard Crawford is registered as an investment adviser representative in FL (CRD 5609395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highline Private Wealth manage?
Highline Private Wealth reports $2.8M across 24 accounts in assets under management.
How do I contact Richard Crawford?
Through Richard's website, highlinepw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Highline Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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