Derek Woods is a CFP-designated registered investment advisor at Facet, based in Earlysville, VA, with 21 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Location
Earlysville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Facet
Previous Registrations
Independent Advisor Alliance, LLC
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Awm Asset Management LLC
Eagle Strategies LLC
Nylife Distributors LLCBroker
Phoenix Equity Planning CorporationBroker
Proequities, INC.Broker
Jackson National Life Distributors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.