Robinson Crawford, CFP® Montebello Avenue

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About Robinson Crawford, CFP®

I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms – how the sausage was made.

Fast forward to 2016, I’ve worked a few years in the industry, but I’m not happy with my trajectory; I want to write my own story. A couple of industry guys create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a fair & transparent way, and I’d like to do it on my own terms. XYPN’s little push, their “Yes, you can do this” at the September 2016 conference in San Diego, was the catalyst for launching my firm, Montebello Avenue Limited Company, which went live in February 2017.

Today, my firm serves 50+ clients locally & throughout the country. I couldn’t be more proud of our clientele or more hopeful about the future of the firm.

Some more personal quick-hits:

BS, Computational Mathematical Sciences, Arizona State University
Published in the New York Times, Wall Street Journal, Barron’s, and the Alpha Architect blog
Mississippi native
Youngest of 4 siblings
I love basketball, baseball, sushi, and my dog’s underbite
Married on 10/10/2020 to the love of my life

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Ideal Clients

  • Business Executives
  • Equity Recipients (RS/RSU SOP ESPP)
  • New Wealth

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Hourly Fee: $280+/hr
  • Assets Under Management: 1.20%

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