Robin Lakey-White
DF Direct · London, Florida
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).
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Specialties
Who they serve
- Cross-border families
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $601.7M across 1,701 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5443866 |
| Exams passed | Series 66 (2008) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.df-direct.com |
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Questions about Robin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- DF Direct website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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