Derek Notman
Intrepid Wealth Partners · Melbourne Beach, Florida
Derek Notman is a fee-only financial advisor at Intrepid Wealth Partners in Melbourne Beach, Florida, who holds the CFP and ChFC credentials. Derek charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum).
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Who they serve
- Founders
- Executives
- Physicians
- High earners
Facts
| Firm | Intrepid Wealth Partners |
|---|---|
| Based in | Melbourne Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $53.8M across 356 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, MN, NY, TX, VT, WI · CRD 5105881 |
| Exams passed | Series 63 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.intrepidwealthpartners.com |
| Profile |
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Questions about Derek
Is Derek Notman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Intrepid Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek charges a percentage of assets.
How much does Derek charge?
According to Intrepid Wealth Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Where is Derek Notman based?
Derek Notman is based in Melbourne Beach, Florida.
What credentials does Derek Notman hold?
Derek Notman holds the CFP and ChFC credentials.
Is Derek Notman registered with the SEC?
Yes. Derek Notman is registered as an investment adviser representative in FL, MN, NY, TX, VT and WI (CRD 5105881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intrepid Wealth Partners manage?
Intrepid Wealth Partners reports $53.8M across 356 accounts in assets under management.
How do I contact Derek Notman?
Through Derek's website, www.intrepidwealthpartners.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
- Intrepid Wealth Partners 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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