Robert Mooney
Sunpointe Investments · St. Louis, Missouri
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.
Request an introduction to Robert →
Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sunpointe Investments |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $790.7M across 1,085 accounts |
| SEC registration | Investment adviser representative in MO · CRD 2553806 |
| Exams passed | Series 63 (1995) · Series 65 (2025) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sunpointeinvestments.com |
| Profile |
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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
- Sunpointe Investments 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.
See something wrong? Request a correction. Read our methodology.