Cliff Demarest
Consilium Wealth Advisory · Frisco, Texas
Cliff Demarest is a fee-only financial advisor at Consilium Wealth Advisory in Frisco, Texas. Cliff focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Consilium Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Consilium Wealth Advisory |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $466.0M across 510 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4603776 |
| Exams passed | Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.consilium-llc.com |
| Profile |
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Questions about Cliff
Is Cliff Demarest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cliff holds no broker registration, and Consilium Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cliff charge for financial advice?
Cliff's firm, Consilium Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cliff Demarest based?
Cliff Demarest is based in Frisco, Texas.
What does Cliff specialize in?
Cliff's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Cliff works with multi-generational families and founders.
Is Cliff Demarest registered with the SEC?
Yes. Cliff Demarest is registered as an investment adviser representative in TX (CRD 4603776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Consilium Wealth Advisory manage?
Consilium Wealth Advisory reports $466.0M across 510 accounts in assets under management.
How do I contact Cliff Demarest?
Through Cliff's website, www.consilium-llc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Consilium Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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