Robert Phipps
PER Stirling Capital Management · Austin, Texas
Robert Phipps is a fee-only financial advisor at PER Stirling Capital Management in Austin, Texas. PER Stirling Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PER Stirling Capital Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.57B across 3,766 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1676726 |
| Exams passed | Series 63 (1987) · Series 65 (2003) |
| Firm size | 30 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.perstirling.com |
How Robert's firm compares
- PER Stirling Capital Management's average account is about $416,000, from its Form ADV (assets managed divided by 3,766 accounts).
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Questions about Robert
Is Robert Phipps a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and PER Stirling Capital Management 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, PER Stirling Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Phipps based?
Robert Phipps is based in Austin, Texas.
Is Robert Phipps registered with the SEC?
Yes. Robert Phipps is registered as an investment adviser representative in TX (CRD 1676726), 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 PER Stirling Capital Management manage?
PER Stirling Capital Management reports $1.57B across 3,766 accounts in assets under management.
How do I contact Robert Phipps?
Through Robert's website, www.perstirling.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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