# Massimiliano De Santis

> Massimiliano De Santis is a fee-only financial advisor at DESMO Wealth Advisors, LLC in Lakeway, Texas, who holds the CFP and PhD credentials. DESMO Wealth Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** DESMO Wealth Advisors, LLC
- **Based in:** Lakeway, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $13.2M across 14 accounts
- **Credentials:** CFP, PhD
- **CRD:** 6153797 (https://adviserinfo.sec.gov/individual/summary/6153797)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Massimiliano De Santis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Massimiliano's firm.

### How does Massimiliano charge for financial advice?

Massimiliano's firm, DESMO Wealth Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Massimiliano De Santis based?

Massimiliano De Santis is based in Lakeway, Texas.

### What credentials does Massimiliano De Santis hold?

Massimiliano De Santis holds the CFP and PhD credentials.

### Is Massimiliano De Santis registered with the SEC?

Yes. Massimiliano De Santis is registered as an investment adviser representative in TX (CRD 6153797), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### 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 Massimiliano De Santis?

Contact details aren't on file yet. Search for DESMO Wealth Advisors, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45479): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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