Advisor at Intrepid Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Intrepid Wealth Partners, LLC
Location
Melbourne Beach, FL
Credentials
CFP®, ChFC®, Series 63
Industry experience
19 years
Derek Notman is a financial advisor with Intrepid Wealth Partners, LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His prior roles include authoring the Bloomberg CFP Preparation Course Lesson Plan and working at firms such as Love Your Finances and Notman, Muehl Associates. Outside of advisory work, he co-hosts "Rethink: The Financial Advisor Podcast," a show focused on industry education and practice management, and is an owner of Couplr, Inc., a SaaS company that connects financial advisors and consumers, as well as co-owner of REBL Group Holdings LLC, a peer support and networking community for entrepreneurs and fathers. Intrepid Wealth Partners serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other advisors, providing comprehensive financial planning, discretionary portfolio management, sub-advisory services, and pension consulting. The firm employs a personalized, goal-based approach called “Results by Design” that aligns asset allocation with clients’ time horizons, risk tolerance, and objectives, utilizing stocks, bonds, ETFs, mutual funds, and third-party managers in discretionary accounts managed on a digital platform with automated rebalancing.
Based on Intrepid Wealth Partners, LLC
Based on Intrepid Wealth Partners, LLC
One-Time Financial Planning starting at $1,500; Ongoing Financial Planning starting at $1,000 annually; fees are flat, paid after plan delivery; additional services at extra cost.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.55%
Fee-only: Financial Planning fees start at $1,500 for one-time basic plans and $1,000 annually for ongoing basic plans; maximums up to $8,000 for one-time plans and $25,000 for ongoing plans; all fees negotiable.
Melbourne Beach, FL
Florida · Minnesota · New York · Texas · Vermont · Wisconsin
Love Your Finances
2019 - 2021 (2 years)
Bloomberg CFP Preparation Course Lesson Plan Author
2018 - 2021 (3 years)
Intrepid Wealth Partners, LLC
2015 - Present (11 years)
Eagle Strategies (NY Life)
2010 - 2022 (12 years)
NYLIFE Securities LLc
2006 - 2022 (16 years)
New york Life Insurance Company
2006 - 2022 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65
Indian Harbour Beach, FL
Financial Planning by Design
CFP®, ChFC®
Melbourne, FL
Financial Analytics, LLC
CFP®, Series 63, Series 65
Indialantic, FL
Zonka & Associates, Inc.
CFP®, ChFC®
Satellite Beach, FL
Kaul Financial Solutions
ChFC®, Series 63, Series 65
Melbourne, FL
Critical Mass Financial, LLC
Series 65
Indialantic, FL
Seven Pines Capital, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")