Firm
CRB Strategic Services LLC
Phoenix, Arizona
Fee-only
CRB Strategic Services LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 57 individual clients, 27 of them high net worth.
- Its average account is about $268,000 (assets it manages divided by its 218 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | crbss.com |
| [email protected] | |
| Phone | (286) 760-0975 |
CRB Strategic Services LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,000 a year |
|---|---|
| One-time plan | From $1,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Flat Fee Financial Planning only: $250 - $2,500/quarter ( negotiable )" source
"Project Based Services: From $1,000 to $10,000" source
"Flat Fee Financial Planning only: $250 - $2,500/quarter ( negotiable )" source
"Flat Fee Financial Planning only: $250 - $2,500/quarter ( negotiable )" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $59 million |
| Individual clients | 30 |
| High-net-worth clients | 27 |
| Accounts managed | 218 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 327156 |