Derek Woods is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
Earlysville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
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 Advisors, INC.
Cambridge Investment Research, INC.Broker
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 Registrations1 state
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.