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Neil William Deruiter

Advisor at Focus Partners Wealth, LLC — Charleston, WV

Updated today

Credentials

Series 65

Experience

2 years

Location

Charleston, WV 25301

Focus Partners Wealth, LLC logo

Focus Partners Wealth, LLC

Enterprise

Total advisors

1,035

Across 255 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC, Black Bear Transport Inc., XPO Logistics, H.T. Hackney, and T & M Meats & Brick Oven Bistro. Focus Partners Wealth serves a broad mix of individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a diverse range of investment options and an extensive network of affiliated service companies and product relationships.

Client services

Based on Focus Partners Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions.

Expertise

Based on Focus Partners Wealth, LLC

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Focus Partners Wealth, LLC

Founder/Business Owner Dentist Executive Retired

Demographic focus

Based on Focus Partners Wealth, LLC

Established Professionals

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Fee options

Fixed

Aging Life Care Planning $1,500 plus $250 per hour for additional meetings; Practice Integrated Wealth Management generally $150 to $825 per month; Family budget services typically $3,000 to $6,000 per month; Business Solutions $5,000 to $50,000 typically

Percentage

$0+: Up to 1.25% $0+: Up to 0.80% for non-sponsored wrap and model portfolio programs $0+: 0.10% to 1.00% for retirement plan services (tiered asset-based fees) $25,000,000+: Minimum annual fee of $62,500 for Institutional Consulting $50,000,000+: Minimum relationship size for Institutional OCIO model (fees negotiable)

Project-based

Hourly rates range from $80 to $375 per hour for business management; $300 per hour for dispute resolution; $250 per hour for time in court/hearings

Performance-based

Performance-based fees charged for certain private funds; carried interest of 10-15% on some funds; generally not charged for typical advisory services

Subscriptions

TPS newsletter subscription $33/month; 1 year $325-$375; 2 years $595-$695

Other

Account minimum: $5,000 Minimum fee: $5,000 minimum fee for investment management services Fee-only: Fixed fees for financial counseling, family office services, Practice Integrated Wealth Management, family budget, business solutions, dispute resolution, tax preparation, range generally $95/hour to $50,000 per engagement depending on service

Location

See office

Charleston, WV

101 Washington Street East, Suite 120

Charleston WV 25301

Advisors at this office

7

Most active in

West Virginia

Work history

2 years of industry experience

Focus Partners Wealth, LLC

2024 - Present • 2 years

St. Louis, MO

Buckingham Strategic Wealth, LLC

2023 - 2024 • 1 year

Clayton, MO

Black Bear Transport Inc.

2021 - 2023 • 2 years

Winfield, WV

XPO logistics

2018 - 2021 • 3 years

Belle, WV

H.T. Hackney

2017 - 2018 • 1 year

Milton, WV

T & M Meats & Brick Oven Bistro

2014 - 2017 • 3 years

Cross Lanes, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Robert N

Series 65

Charleston, WV

WNA Wealth Management, LLC

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

General estate planning guidance Annuities
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Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Brian R

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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Melissa G

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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Kirstin S

Series 65

South Charleston, WV

Freedom Financial Advisors, LLC

Kirstin Selbee is a financial advisor at Freedom Financial Advisors, LLC and holds a Series 65 credential. She has no prior industry experience but has worked in various healthcare roles and as a homemaker. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental business analysis and emphasizes client education and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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