Patrick Robert
Generational Wealth Specialists · Des Peres, Missouri
Patrick Robert is a fee-only financial advisor at Generational Wealth Specialists in Des Peres, Missouri, who holds the CFP credential. Generational Wealth Specialists reports charging hourly fees on its Form ADV.
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Facts
| Firm | Generational Wealth Specialists |
|---|---|
| Based in | Des Peres, Missouri |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 7840343 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Questions about Patrick
Is Patrick Robert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Generational Wealth Specialists reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Generational Wealth Specialists, reports charging hourly fees on its SEC Form ADV.
Where is Patrick Robert based?
Patrick Robert is based in Des Peres, Missouri.
What credentials does Patrick Robert hold?
Patrick Robert holds the CFP credential.
Is Patrick Robert registered with the SEC?
Yes. Patrick Robert is registered as an investment adviser representative in MO (CRD 7840343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Patrick Robert?
Contact details aren't on file yet. Search for Generational Wealth Specialists.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
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
- 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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