# Robert Steinberg

> Robert Steinberg is a fee-only financial advisor at Blue Chip Partners in Farmington Hills, Michigan, who holds the CFP credential. Robert charges a percentage of assets (1.25% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Blue Chip Partners
- **Based in:** Farmington Hills, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.88B across 3,207 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation
- **Works with:** Retirees, Pre-retirees, Executives
- **CRD:** 1478400 (https://adviserinfo.sec.gov/individual/summary/1478400)
- **SEC registration:** Investment adviser representative in FL, LA, MI, TX
- **Exams passed:** Series 63 (1986)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** https://www.bluechippartners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Blue Chip Partners 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 charges a percentage of assets.

### How much does Robert charge?

According to Blue Chip Partners's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Robert Steinberg based?

Robert Steinberg is based in Farmington Hills, Michigan.

### What does Robert specialize in?

Robert's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Robert works with retirees, pre-retirees and executives.

### What credentials does Robert Steinberg hold?

Robert Steinberg holds the CFP credential.

### Is Robert Steinberg registered with the SEC?

Yes. Robert Steinberg is registered as an investment adviser representative in FL, LA, MI and TX (CRD 1478400), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Chip Partners manage?

Blue Chip Partners reports $1.88B across 3,207 accounts in assets under management.

### How do I contact Robert Steinberg?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1478400): 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://www.bluechippartners.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.