Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
2yrs
Derek Hess
Financial advisor at Integrated Wealth Concepts
Derek Hess is a financial advisor in La Jolla, California, with 2 years in the industry. Derek joined Integrated Wealth Concepts in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Integrated Wealth Concepts reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office4225 Executive Square Suite 900, La Jolla, CA 92037
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2025 – nowIntegrated Wealth Concepts LLCCurrent firm
Contact Derek
(781) 890-3045Firm headquarters in Waltham, MA. Ask for Derek. 4225 Executive Square Suite 900La Jolla, CA 92037Office · Get directions YouTube channelIntegrated Wealth Concepts
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Derek Hess. Derek works from the La Jolla, CA office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Derek hold?
No exams are listed on the official record.
Is Derek a fiduciary?
Derek is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Derek paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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