Derek Dansby, CFP®

Wealth Management and Financial Planning for Lawyers

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Brazos Wealth Advisors Derek Dansby, CFP®
Iowa Park, TX

Serving Clients Nationwide

Wealth Management and Financial Planning for Lawyers

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

With a background in law and financial services, Derek Dansby founded Dansby Wealth Management, a financial planning and investment firm and then merged with SJK Financial Planning to form Brazos Wealth Advisors.

Derek has a Bachelor’s degree from Rice University and a law degree from SMU Law School. He is a licensed Texas attorney (focusing on trusts and estate planning) and has been a Certified Financial Planning Professional™ since 2015. Derek is a member of the XY Planning Network (XYPN), the National Association of Personal Financial Advisors (NAPFA) and the Financial Planners Association (FPA). He also dedicates a great deal of time to volunteer work and serves as a board member of the Boys & Girls Club of Wichita Falls and the Founder Lions Club of Wichita Falls.

Derek is a native of north Texas and comes from an entrepreneurial family, growing up in his father’s CPA firm and the family ranch (he’s sixth-generation in the ranching business). That experience has given him an understanding and appreciation for business owners.

He’s also married to a business owner, as his wife Jamie owns and operates a cookie shop and event space. Derek and Jamie live in Iowa Park with their two kids (and a dog).

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

307 N. Wall St. Iowa Park, TX 76367

Additional Locations

📍 2833 Crockett Street, Suite 102 Fort Worth, TX 76107

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We help attorneys gain peace of mind about their financial future through comprehensive financial planning and sensible investment management.

✅ We work only for our clients, so we're paid only by our clients.
✅ We act in our clients' best interests at all times.
✅ We anticipate client problems and provide solutions in advance.
✅ We respond quickly and thoroughly to our clients' issues.
✅ We invest client funds sensibly and solely in accordance with their needs and desires.

WHY WE DO WHAT WE DO

We want to help people attain the best life they can with the resources and means they have available. We also don’t want our motives to be questioned because of commissions and sales bonuses. That is why we are fee only fiduciaries. We work for, and get paid, only by our clients. No behind the scenes compensation or kickbacks. We do better as you do better.

INVESTMENT POLICY

We don’t like to lose money. We encourage clients to take the most conservative route to their goals. Our investment recommendations are intended to work for the client’s long-term goals.

We believe in the weak form of the Efficient Market Hypothesis. We don’t engage in market timing or trendy technical analysis. We use appropriate mathematical measures of risk and return. The standard deviation is our primary measure of risk, and we use the Sharpe Ratio for risk adjusted returns.

We believe a tactical asset allocation is the most important determinant for long-term portfolio performance.

HOW DID BRAZOS GET ITS NAME

The Brazos River has long been celebrated in American culture. Marty Robbins, Lyle Lovett and John Hiatt were among the many who have sang about the river, and it has been featured in critically praised works by writers such as Cormac McCarthy and John Graves. In one story, the Spanish conquistador Francisco Vázquez de Coronado and his team encountered the river as they fruitlessly searched for a fabled golden city. As Coronado and his men wandered in West Texas, dying of thirst, Indians guided them to a stream, which they joyously dubbed “Los Brazos de Dios.”

Education

SMU Dedman School of Law, Doctor of Jurisprudence, Law | Rice University Bachelor of Arts, Economics, Managerial Studies

Badges

Hobbies and Interests

  • Family

Who We Serve

  • Attorneys

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.