Robinson Crawford
Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.
Montebello Avenue · Phoenix, Arizona
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- Retirees
- Early-career professionals
- Real estate investors
- Tech employees
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
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Executive Compensation
- Family Office Services
- Portfolio Management
- Real Estate Advisory
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Retirement Planning
- Portfolio Rebalancing
- Investment Management
- Exit Planning
- Family Wealth Transfer
- College/Education Planning
- Charitable Giving
- Philanthropic Planning
Facts
| Firm | Montebello Avenue |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Flat fee or retainer · Percentage of assets |
| Assets under management | $25M - $100M |
| Firm founded | 2017 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 6072026 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | montave.com |
| Profile |
How Robinson's firm compares
- Montebello Avenue's average account is about $351,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Robinson
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.
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
- Montebello Avenue 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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