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CRB Strategic Services LLC

Updated today

Client assets under management

$58,506,153

Clients

57

47% high-net-worth

Advisors

1

of 2 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

57

High

Average account size

$1,026,424

About

CRB Strategic Services LLC works with individual and high-net-worth clients to provide investment management, ongoing and project-based financial planning, and educational seminars or speaking engagements. The firm offers a broad set of planning services — including business planning, retirement and estate planning, cash-flow and debt management, college savings, insurance review, and tax-awareness advice — delivered on a fee-only basis.

The firm describes a resilience-focused investment and planning philosophy centered on eight forms of capital (Financial, Social, Material, Living, Emotional, Knowledge, Cultural, and Time) and uses tools to measure deficits and recommend non-financial resources (for example, gardening resources or counseling referrals) in addition to investment strategies. While it can act discretely on a discretionary basis, most client assets are managed non-discretionarily (approximately $7.7 million discretionary versus $50.8 million non-discretionary), and CRB employs a mix of fundamental, technical, cyclical, and tactical analysis in portfolio construction.

Noteworthy distinctions in the brochure include the firm’s substantial non-discretionary AUM concentration and its explicit offering of educational seminars that are purely educational and do not provide individualized advice — both features that are uncommon among independent advisers. The firm also highlights operational practices such as being fee-only, limited use of AI tools for administrative note-taking only, a policy of not accepting cash or physical checks to avoid custody, and reliance on an institutional digital custody platform, which together shape how services and execution are delivered.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Subscriptions

Ongoing financial planning fees range from $250 to $2,500 quarterly in advance.

Other

Fee-only: Fixed fees for financial planning and investment management, ranging from $100 to $2,500 quarterly; fixed fees for project-based financial planning range from $1,000 to $10,000.

Main office location

CRB Strategic Services LLC

Phoenix AZ, United States

Number of offices

1

Most active in

Arizona · California · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Cole B

CFP®

Phoenix, AZ

CRB Strategic Services LLC

I was born and raised in Phoenix, Arizona. Grew up camping, riding bikes, swimming, making friends and appreciating the beauty of the desert. I graduated from Northern Arizona University with a Bachelors of Science in International Hospitality Management. This curriculum sparked my interest in finance. After graduation, I worked for the Four Seasons Resort in Scottsdale as an Operations Manager and then I progressed to the Accounting Team. Early in my career, I spent a significant amount of time studying investments and markets. I lived through the Global Financial Crisis, which shaped my perspective on risk, uncertainty, and long-term planning. That period motivated a continued focus on learning and professional development. Along the way, I have followed and studied a variety of well-known thinkers, including Jim Rickards, Raoul Pal, Chris Martenson, Jack Bogle, Jim Bianco, Jeff Gundlach, Darius Dale, Ray Dalio, among others. I later joined Vanguard, where I spent nearly nine years working with clients, primarily as a financial advisor within the Personal Advisor Services group. During that time, I worked with clients on planning and investment decisions within Vanguard’s established framework and philosophy. In mid-2022, I resigned from Vanguard on good terms to establish my own firm, CRB Strategic Services LLC. Today, my work is centered on helping clients think about wealth across multiple dimensions, including financial, material, knowledge, and personal well-being. My approach reflects an interest in long-term planning, adaptability, and thoughtful decision-making in an environment that can change over time. CRB Strategic Services is designed to provide personalized financial guidance, with a focus on understanding each client’s unique situation and helping them navigate important financial decisions. I look forward to connecting with you. Please click the contact button to get in touch for a complementary consultation.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
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