Firm
DF Direct
London, Florida
Fee-only
Facts
| Based in | London, Florida |
|---|---|
| Website | df-direct.com |
| Phone | (561) 685-2381 |
DF Direct fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"DF-Direct charges a flat annual fee of 0.5% on assets under management (AUM)." source
"No, DF-Direct does not have any minimum investment requirements." source
"DF-Direct charges a flat annual fee of 0.5% on assets under management (AUM)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $602 million |
| Individual clients | 879 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 288211 |