# Robin Lakey-White

> Robin Lakey-White is a fee-only financial advisor at DF Direct in London, Florida, who holds the CFP credential. Robin charges a percentage of assets (0.5% a year on the first tier of assets managed and no asset minimum) and focuses on cross-border (US / Canada).

Page: https://find.wellspent.co/advisors/robin-lakey-white/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** DF Direct
- **Based in:** London, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $601.7M across 1,701 accounts
- **Credentials:** CFP
- **Specialties:** Cross-border (US / Canada)
- **Works with:** Cross-border families, Early-career professionals
- **CRD:** 5443866 (https://adviserinfo.sec.gov/individual/summary/5443866)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2008)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.df-direct.com/

## Frequently asked questions

### Is Robin Lakey-White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robin holds no broker registration, and DF Direct reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robin charge for financial advice?

Robin charges a percentage of assets.

### How much does Robin charge?

According to DF Direct's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed; no asset minimum.

### Does Robin work with clients virtually?

Yes. DF Direct says on its website that it works with clients remotely.

### Where is Robin Lakey-White based?

Robin Lakey-White is based in London, Florida.

### What does Robin specialize in?

Robin's specialties include cross-border (US / Canada). Robin works with cross-border families and early-career professionals.

### What credentials does Robin Lakey-White hold?

Robin Lakey-White holds the CFP credential.

### Is Robin Lakey-White registered with the SEC?

Yes. Robin Lakey-White is registered as an investment adviser representative in FL (CRD 5443866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DF Direct manage?

DF Direct reports $601.7M across 1,701 accounts in assets under management.

### How do I contact Robin Lakey-White?

Through Robin's website, www.df-direct.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5443866): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.df-direct.com/): specialties, clients served, and fees, checked October 30, 2026

---

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