Christopher Destefano
Destefano Wealth Management · Austin, Texas
Christopher Destefano is a fee-only financial advisor at Destefano Wealth Management in Austin, Texas. Destefano Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Destefano Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $38.2M across 62 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4735348 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Christopher's firm compares
- Destefano Wealth Management's average account is about $617,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Christopher
Is Christopher Destefano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Destefano Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Destefano Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Destefano based?
Christopher Destefano is based in Austin, Texas.
Is Christopher Destefano registered with the SEC?
Yes. Christopher Destefano is registered as an investment adviser representative in CA and TX (CRD 4735348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destefano Wealth Management manage?
Destefano Wealth Management reports $38.2M across 62 accounts in assets under management.
How do I contact Christopher Destefano?
Contact details aren't on file yet. Search for Destefano Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 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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