Derek Stone
Heritage Investors Management · Bethesda, Maryland
Derek Stone is a fee-only financial advisor at Heritage Investors Management in Bethesda, Maryland, who holds the CFA credential. Derek focuses on family wealth transfer. Heritage Investors Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Heritage Investors Management |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.63B across 1,465 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, TX · CRD 1783956 |
| Exams passed | Series 65 (1994) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.heritageinvestors.com |
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Questions about Derek
Is Derek Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Heritage Investors Management 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, Heritage Investors Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Stone based?
Derek Stone is based in Bethesda, Maryland.
What does Derek specialize in?
Derek's specialties include family wealth transfer. Derek works with multi-generational families and ultra high net worth.
What credentials does Derek Stone hold?
Derek Stone holds the CFA credential.
Is Derek Stone registered with the SEC?
Yes. Derek Stone is registered as an investment adviser representative in MD and TX (CRD 1783956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investors Management manage?
Heritage Investors Management reports $4.63B across 1,465 accounts in assets under management.
How do I contact Derek Stone?
Through Derek's website, www.heritageinvestors.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
- Heritage Investors 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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