Robert Starinsky
Level Wealth Management · Greensboro, North Carolina
Robert Starinsky is a fee-only financial advisor at Level Wealth Management in Greensboro, North Carolina, who holds the CFP credential. Level Wealth Management reports charging fixed fees on its Form ADV.
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Facts
| Firm | Level Wealth Management |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $236.5M across 432 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6608163 |
| Exams passed | Series 63 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.levelwm.com |
How Robert's firm compares
- Level Wealth Management's average account is about $548,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Robert
Is Robert Starinsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Level Wealth 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, Level Wealth Management, reports charging fixed fees on its SEC Form ADV.
Where is Robert Starinsky based?
Robert Starinsky is based in Greensboro, North Carolina.
What credentials does Robert Starinsky hold?
Robert Starinsky holds the CFP credential.
Is Robert Starinsky registered with the SEC?
Yes. Robert Starinsky is registered as an investment adviser representative in NC (CRD 6608163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Level Wealth Management manage?
Level Wealth Management reports $236.5M across 432 accounts in assets under management.
How do I contact Robert Starinsky?
Through Robert's website, www.levelwm.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
- 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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