DS
CFP
DS
CFP

Derek Stanley

17 Years of Experience
Fort Worth, TX
Broker

Derek Stanley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 Summit Ave Suite 900, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Derek has 100% ownership in Stanfam Investments LLC, dedicating minimal time. He also has 50% ownership in Finet Transition Stannum Capital, dedicating full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2008 - April 2023 · 14 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2008 - April 2023 · 14 yrs 9 mos
State Registrations19 states
ALARAZCACOCTFLINLAMANCNJOHOKSCSDTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Derek Stanley - Financial Advisor | TrueAdvisor