Michael Robertson
Shelterbelt Advisors · Red Hook, New York
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.
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Specialties
Facts
| Firm | Shelterbelt Advisors |
|---|---|
| Based in | Red Hook, New York |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7622756 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | shelterbeltadvisors.com |
| Profile |
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Shelterbelt Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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