Robin Sterneck
Sterneck Capital Management · Kansas City, Missouri
Robin Sterneck is a fee-only financial advisor at Sterneck Capital Management in Kansas City, Missouri. Robin focuses on retirement planning, estate & legacy planning and tax planning. Sterneck Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sterneck Capital Management |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $327.9M across 670 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 1241565 |
| Exams passed | Series 63 (1984) · Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sterneckcapital.com |
| Profile |
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Questions about Robin
Is Robin Sterneck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robin holds no broker registration, and Sterneck Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robin charge for financial advice?
Robin's firm, Sterneck Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robin Sterneck based?
Robin Sterneck is based in Kansas City, Missouri.
What does Robin specialize in?
Robin's specialties include retirement planning, estate & legacy planning and tax planning. Robin works with early-career professionals, pre-retirees, retirees, founders and executives.
Is Robin Sterneck registered with the SEC?
Yes. Robin Sterneck is registered as an investment adviser representative in MO and TX (CRD 1241565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterneck Capital Management manage?
Sterneck Capital Management reports $327.9M across 670 accounts in assets under management.
How do I contact Robin Sterneck?
Through Robin's website, www.sterneckcapital.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
- Sterneck Capital Management 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.
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