Derek Robertson
Integrated Investment Strategies · Carmel, Indiana
Derek Robertson is a fee-only financial advisor at Integrated Investment Strategies in Carmel, Indiana. Derek focuses on retirement planning, estate & legacy planning and small business owners. Integrated Investment Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Integrated Investment Strategies |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $104.5M across 334 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2827108 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.integratedinvestments.com |
How Derek's firm compares
- Integrated Investment Strategies's average account is about $313,000, from its Form ADV (assets managed divided by 334 accounts).
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Questions about Derek
Is Derek Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Integrated Investment Strategies 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's firm, Integrated Investment Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Derek Robertson based?
Derek Robertson is based in Carmel, Indiana.
What does Derek specialize in?
Derek's specialties include retirement planning, estate & legacy planning and small business owners.
Is Derek Robertson registered with the SEC?
Yes. Derek Robertson is registered as an investment adviser representative in IN (CRD 2827108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Investment Strategies manage?
Integrated Investment Strategies reports $104.5M across 334 accounts in assets under management.
How do I contact Derek Robertson?
Through Derek's website, www.integratedinvestments.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
- Integrated Investment Strategies 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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