# Massi De Santis

> Massi De Santis is a fee-only financial advisor at Desmo Wealth Advisors, LLC in Lakeway, Texas, who holds the CFP credential. Massi De charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $3,000) and focuses on retirement planning, equity compensation and student loans.

Page: https://find.wellspent.co/advisors/massi-de-santis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Desmo Wealth Advisors, LLC
- **Based in:** Lakeway, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $3,000; 0.75% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13.2M across 14 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Equity compensation, Student loans
- **Works with:** Pre-retirees, Retirees
- **Firm size:** 1 employee
- **Website:** https://desmowealth.com

## Frequently asked questions

### Is Massi De Santis a fee-only financial advisor?

Yes. Massi De Santis is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Massi De charge for financial advice?

Massi De charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Massi De charge?

According to Desmo Wealth Advisors, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $3,000; 0.75% a year on the first tier of assets managed; no asset minimum.

### Where is Massi De Santis based?

Massi De Santis is based in Lakeway, Texas.

### What does Massi De specialize in?

Massi De's specialties include retirement planning, equity compensation and student loans. Massi De works with pre-retirees and retirees.

### What credentials does Massi De Santis hold?

Massi De Santis holds the CFP credential.

### How much does Desmo Wealth Advisors, LLC manage?

Desmo Wealth Advisors, LLC reports $13.2M across 14 accounts in assets under management.

### How do I contact Massi De Santis?

Through Massi De's website, desmowealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/massi-de-santis-10894): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://desmowealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.