# Robert Mooney

> Robert Mooney is a fee-only financial advisor at Sunpointe Investments in St. Louis, Missouri. Robert focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-mooney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sunpointe Investments
- **Based in:** St. Louis, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $790.7M across 1,085 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Executives, Ultra high net worth, Multi-generational families
- **CRD:** 2553806 (https://adviserinfo.sec.gov/individual/summary/2553806)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (1995), Series 65 (2025)
- **Firm size:** 17 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.sunpointeinvestments.com

## Frequently asked questions

### Is Robert Mooney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Sunpointe Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Mooney based?

Robert Mooney is based in St. Louis, Missouri.

### What does Robert specialize in?

Robert's specialties include tax planning, estate & legacy planning and family wealth transfer. Robert works with executives, ultra high net worth and multi-generational families.

### Is Robert Mooney registered with the SEC?

Yes. Robert Mooney is registered as an investment adviser representative in MO (CRD 2553806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sunpointe Investments manage?

Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.

### How do I contact Robert Mooney?

Through Robert's website, www.sunpointeinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2553806): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sunpointeinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.