CRB Strategic Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range from $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CRB Strategic Services LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Fees are paid quarterly in advance, ranging from $250 to $2,500.”

How CRB Strategic Services LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Arizona median of $3,100. 68% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 20 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About CRB Strategic Services LLC

• Principal: Cole Brooks
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

57

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$58,506,153

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327156

Website

CRBSS.com (opens in new tab)

Phone

(602) 435-2677

Can advise clients in 4 states: Arizona, California, Colorado, Pennsylvania

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