A complete list of active advisors currently associated with Robertson, Dylan

Warmer can help you find a great advisor at Robertson, Dylan or one who fits your needs even better.

Dylan Robertson is an AK-registered investment adviser organized as a sole proprietorship that offers tailored investment advice to individual clients via in-person or telephone consultations covering public and private market stocks, bonds, indices, and other investment vehicles. As of the filing the firm reports $0 in assets under management and does not participate in wrap fee programs. The firm builds a Client Profile from suitability questions (including age, risk tolerance, investable income, and experience) to guide long-term, diversified recommendations that generally favor indices and ETFs but may occasionally include individual stocks and bonds; the brochure states the firm does not advise on options or crypto, and private market investments require accredited investor validation. Dylan Robertson does not accept discretionary authority or custody, so clients implement recommended transactions themselves and receive advice at the time fees are charged. Notable features in the brochure include that the principal is employed as an accountant for Matson Navigation, a cross-industry employment noted separately from the advisory firm, and that the firm charges a fixed hourly fee ($100 per hour) rather than percentage-of-AUM or performance-based fees, with fees collected at the time advice is provided. The filing is the firm’s first Form ADV and states it will not execute client trades, aggregate orders, or receive soft-dollar benefits, which differentiates its operating model from managers that handle pooled or institutional assets.

To learn more about the advisors currently working at Robertson, Dylan, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.