Massi De Santis
Desmo Wealth Advisors, LLC · Lakeway, Texas
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $13.2M across 14 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | desmowealth.com |
| Profile |
How Massi De's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Texas median of $1,575 for fee-only firms that publish prices.
- Desmo Wealth Advisors, LLC's average account is about $942,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Massi De
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakeway
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Desmo Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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