Derek Robinett is a CFA, PFS-designated registered investment advisor at Amicus Financial Advisors, LLC, based in Midland, TX, with 12 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
3300 North A Street, Building One, Suite 108, Midland, TX, 79705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Derek is a business administrator at Fannin Terrace Baptist Church (about a quarter of his time), an independent insurance agent for various companies (minimal time), and an advisory representative of a RIA (full-time). He also offers tax preparation and small business advisory services through Derek Robinett PLLC (full-time), serves as Vice-President of Midland-Odessa Business Estate Council (minimal time), is a partner at Morris, Holmquest & Tidwell (a few hours per week), and owns Basin Business Brokers (a few hours per week).
Employment History
Current Registrations
Amicus Financial Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.