James Demarest
Consilium Wealth Advisory · Frisco, Texas
James Demarest is a fee-only financial advisor at Consilium Wealth Advisory in Frisco, Texas. James 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.
Request an introduction to James →
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 7822723 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.consilium-llc.com |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Demarest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Consilium Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Demarest based?
James Demarest is based in Frisco, Texas.
What does James specialize in?
James's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). James works with multi-generational families and founders.
Is James Demarest registered with the SEC?
Yes. James Demarest is registered as an investment adviser representative in TX (CRD 7822723), 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 James Demarest?
Through James'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.
See something wrong? Request a correction. Read our methodology.