# Derek Dansby

> Derek Dansby is a fee-only financial advisor at Brazos Wealth Advisors LLC in Iowa Park, Texas, who holds the CFP and JD credentials. Derek charges a flat fee or retainer (ongoing planning from $1,500 a year) and focuses on flat-fee planning.

Page: https://find.wellspent.co/advisors/derek-dansby/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Brazos Wealth Advisors LLC
- **Based in:** Iowa Park, Texas
- **Fee model:** Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $1,500 a year
- **Assets under management (firm):** $183.7M across 425 accounts
- **Credentials:** CFP, JD
- **Specialties:** Flat-fee planning
- **CRD:** 5265329 (https://adviserinfo.sec.gov/individual/summary/5265329)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://brazoswa.com

## Frequently asked questions

### Is Derek Dansby a fee-only financial advisor?

Yes. Derek Dansby is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Derek's firm.

### How does Derek charge for financial advice?

Derek charges a flat fee or retainer.

### How much does Derek charge?

According to Brazos Wealth Advisors LLC's website, checked October 28, 2026: ongoing planning from $1,500 a year.

### Where is Derek Dansby based?

Derek Dansby is based in Iowa Park, Texas.

### What does Derek specialize in?

Derek's specialties include flat-fee planning.

### What credentials does Derek Dansby hold?

Derek Dansby holds the CFP and JD credentials.

### Is Derek Dansby registered with the SEC?

Yes. Derek Dansby is registered as an investment adviser representative in TX (CRD 5265329), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Brazos Wealth Advisors LLC manage?

Brazos Wealth Advisors LLC reports $183.7M across 425 accounts in assets under management.

### How do I contact Derek Dansby?

Through Derek's website, brazoswa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44805): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.brazoswa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.