Twin Robins Capital, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 45 individual clients, 12 of them high net worth.
- Its average account is about $246,000 (assets it manages divided by its 133 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | twinrobins.com |
| [email protected] | |
| Phone | (710) 250-1267 |
Questions about Twin Robins Capital, LLC
How is Twin Robins Capital, LLC paid?
Twin Robins Capital, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Twin Robins Capital, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Twin Robins Capital, LLC, and 1 hold the CFP.
What is the average account at Twin Robins Capital, LLC?
Twin Robins Capital, LLC's average account is about $246,000. That's the assets on its Form ADV divided by its 133 accounts.
What does Twin Robins Capital, LLC specialize in?
Twin Robins Capital, LLC's advisors and website list equity compensation, retirement planning, tax planning and pension planning.
Twin Robins Capital, LLC fees
Twin Robins Capital, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 33 |
| High-net-worth clients | 12 |
| Accounts managed | 133 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 18, 2026 |
| SEC record | CRD 329990 |