# Michael Robertson

> Michael Robertson is a fee-only financial advisor at Shelterbelt Advisors in Red Hook, New York, who holds the CFP credential. Michael charges a one-time planning fee and an ongoing planning fee and focuses on sustainable & impact investing, small business owners and tax planning.

Page: https://find.wellspent.co/advisors/michael-robertson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Shelterbelt Advisors
- **Based in:** Red Hook, New York
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Small business owners, Tax planning
- **CRD:** 7622756 (https://adviserinfo.sec.gov/individual/summary/7622756)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://shelterbeltadvisors.com

## Frequently asked questions

### Is Michael Robertson a fee-only financial advisor?

Yes. Michael Robertson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael charges a one-time planning fee and an ongoing planning fee.

### Where is Michael Robertson based?

Michael Robertson is based in Red Hook, New York.

### What does Michael specialize in?

Michael's specialties include sustainable & impact investing, small business owners and tax planning.

### What credentials does Michael Robertson hold?

Michael Robertson holds the CFP credential.

### Is Michael Robertson registered with the SEC?

Yes. Michael Robertson is registered as an investment adviser representative in NY (CRD 7622756), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Michael Robertson?

Through Michael's website, shelterbeltadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/michael-robertson-33840): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.shelterbeltadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.