Derek Dansby is a CFP-designated registered investment advisor at Brazos Wealth Advisors LLC, based in Fort Worth, TX, with 19 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 151 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brazos Wealth Advisors does not charge a percentage of your portfolio for investment management. Instead, they charge a fixed fee based on your household assets, income, and the level of service you need. The fee is determined on a client-by-client basis and is typically billed monthly or quarterly.
Contact
Derek Dansby
Location
2833 Crockett St., Ste.102, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek operates a law office, is involved in several family-owned LLCs (Dansby 1288 LLC, Dansby Heritage LLC, and Dansby Brothers Farm), and co-owns Fresh Batch Cookies LLC. He also serves as a non-profit board member for the Boys and Girls Clubs of Wichita Falls, dedicating minimal time to each activity.
Employment History
Current Registrations
Brazos Wealth Advisors LLC
Previous Registrations
Dansby Wealth Management LLC
360 Wealth Management, LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.