Robert Stromberg
Mountain River Financial, LLC · Jenkintown, Pennsylvania
Robert Stromberg is a fee-only financial advisor at Mountain River Financial, LLC in Jenkintown, Pennsylvania, who holds the CFP credential. Robert focuses on tax planning. Mountain River Financial, LLC reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Early-career professionals
Facts
| Firm | Mountain River Financial, LLC |
|---|---|
| Based in | Jenkintown, Pennsylvania |
| Fee model (firm's Form ADV) | Fixed fees |
| Fees (firm's website) | Ongoing planning from $3,600 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $17.6M across 113 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5707819 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mountainriverfinancial.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $3,600 a year, in line with the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- Mountain River Financial, LLC's average account is about $156,000, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Robert
Is Robert Stromberg a fee-only financial advisor?
Yes. Robert Stromberg is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Mountain River Financial, LLC, reports charging fixed fees on its SEC Form ADV.
How much does Robert charge?
According to Mountain River Financial, LLC's website, checked October 28, 2026: ongoing planning from $3,600 a year.
Does Robert work with clients virtually?
Yes. Mountain River Financial, LLC says on its website that it works with clients remotely.
Where is Robert Stromberg based?
Robert Stromberg is based in Jenkintown, Pennsylvania.
What does Robert specialize in?
Robert's specialties include tax planning. Robert works with high earners and early-career professionals.
What credentials does Robert Stromberg hold?
Robert Stromberg holds the CFP credential.
Is Robert Stromberg registered with the SEC?
Yes. Robert Stromberg is registered as an investment adviser representative in PA (CRD 5707819), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mountain River Financial, LLC manage?
Mountain River Financial, LLC reports $17.6M across 113 accounts in assets under management.
How do I contact Robert Stromberg?
Through Robert's website, mountainriverfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Mountain River Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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