Frank Sterneck
Sterneck Capital Management · Park City, Utah
Frank Sterneck is a fee-only financial advisor at Sterneck Capital Management in Park City, Utah. Frank 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 | Park City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $327.9M across 670 accounts |
| SEC registration | Investment adviser representative in MO, TX, UT · CRD 1171973 |
| Exams passed | Series 63 (1997) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sterneckcapital.com |
| Profile |
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Questions about Frank
Is Frank Sterneck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank 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 Frank charge for financial advice?
Frank's firm, Sterneck Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Frank Sterneck based?
Frank Sterneck is based in Park City, Utah.
What does Frank specialize in?
Frank's specialties include retirement planning, estate & legacy planning and tax planning. Frank works with early-career professionals, pre-retirees, retirees, founders and executives.
Is Frank Sterneck registered with the SEC?
Yes. Frank Sterneck is registered as an investment adviser representative in MO, TX and UT (CRD 1171973), 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 Frank Sterneck?
Through Frank'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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