Massimiliano De Santis
DESMO Wealth Advisors, LLC · Lakeway, Texas
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.
Request an introduction to Massimiliano →
Facts
| Firm | DESMO Wealth Advisors, LLC |
|---|---|
| Based in | Lakeway, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $13.2M across 14 accounts |
| Credentials | CFP · PhD |
| SEC registration | Investment adviser representative in TX · CRD 6153797 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Massimiliano's firm compares
- DESMO Wealth Advisors, LLC's average account is about $942,000, from its Form ADV (assets managed divided by 14 accounts).
Request an introduction to Massimiliano
Tell Massimiliano a little about what you're looking for. Massimiliano 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 Massimiliano
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakeway
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
See something wrong? Request a correction. Read our methodology.