Austin Drake
Sterneck Capital Management · Kansas City, Missouri
Austin Drake is a fee-only financial advisor at Sterneck Capital Management in Kansas City, Missouri, who holds the CFP credential. Austin focuses on retirement planning, estate & legacy planning and tax planning. Sterneck Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sterneck Capital Management |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $327.9M across 670 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 6365082 |
| Exams passed | Series 63 (2015) · Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sterneckcapital.com |
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Questions about Austin
Is Austin Drake a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Sterneck Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Austin charge for financial advice?
Austin's firm, Sterneck Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Austin Drake based?
Austin Drake is based in Kansas City, Missouri.
What does Austin specialize in?
Austin's specialties include retirement planning, estate & legacy planning and tax planning. Austin works with early-career professionals, pre-retirees, retirees, founders and executives.
What credentials does Austin Drake hold?
Austin Drake holds the CFP credential.
Is Austin Drake registered with the SEC?
Yes. Austin Drake is registered as an investment adviser representative in MO and TX (CRD 6365082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterneck Capital Management manage?
Sterneck Capital Management reports $327.9M across 670 accounts in assets under management.
How do I contact Austin Drake?
Through Austin's website, www.sterneckcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sterneck Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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