Derek Dansby
Brazos Wealth Advisors LLC · Iowa Park, Texas
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.
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Specialties
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 | $183.7M across 425 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in TX · CRD 5265329 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | brazoswa.com |
| Profile |
How Derek's firm compares
- Ongoing planning starts at $1,500 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- Brazos Wealth Advisors LLC's average account is about $432,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Derek
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on flat-fee planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Brazos Wealth Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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