# Robinson Crawford

> Robinson Crawford is a fee-only financial advisor at Montebello Avenue in Phoenix, Arizona, who holds the CFP credential. Robinson charges a flat fee or retainer and a percentage of assets and focuses on crypto & digital assets, equity compensation and small business owners.

Page: https://find.wellspent.co/advisors/robinson-crawford/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Montebello Avenue
- **Based in:** Phoenix, Arizona
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFP
- **Specialties:** Crypto & digital assets, Equity compensation, Small business owners, Family wealth transfer, Retirement planning, Real estate investors, Retirement with concentrated positions
- **Works with:** High earners, Ultra high net worth, Executives, Founders, Multi-generational families, Pre-retirees, Retirees, Early-career professionals, Real estate investors, Tech employees
- **CRD:** 6072026 (https://adviserinfo.sec.gov/individual/summary/6072026)
- **SEC registration:** Investment adviser representative in AZ, CA, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://montave.com

## About

Howdy, I'm Robinson Crawford. I'm a CFP® Professional and RIA firm owner.

Clients find me to help with 3 problems:
- (early) retirement
- huge capital gains
- equity compensation
where we go from there is a mile wide: family, career, insurance, investments, social security, aging parents, trusts, IPOs, liquidity, borrowing, and more.

In other words, a trusted single point of contact for financial matters. Proactive partnerships with tax, legal, and insurance. Fiercely protective of your time and energy.

What you won't find elsewhere:
- voracious explorer of nooks & crannies to find your answers
- crossover of tax & investment expertise
- negotiated flat fees to minimize conflicts of interest

## Frequently asked questions

### Is Robinson Crawford a fee-only financial advisor?

Yes. Robinson Crawford 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 Robinson's firm.

### How does Robinson charge for financial advice?

Robinson charges a flat fee or retainer and a percentage of assets.

### Where is Robinson Crawford based?

Robinson Crawford is based in Phoenix, Arizona.

### What does Robinson specialize in?

Robinson's specialties include crypto & digital assets, equity compensation, small business owners, family wealth transfer, retirement planning and real estate investors. Robinson works with high earners, ultra high net worth, executives, founders and multi-generational families.

### What credentials does Robinson Crawford hold?

Robinson Crawford holds the CFP credential.

### Is Robinson Crawford registered with the SEC?

Yes. Robinson Crawford is registered as an investment adviser representative in AZ, CA and TX (CRD 6072026), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Montebello Avenue manage?

Montebello Avenue reports $25M - $100M in assets under management.

### How do I contact Robinson Crawford?

Through Robinson's website, montave.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/robinson-crawford-10713): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://montave.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.