Firm
DESMO Wealth Advisors, LLC
Lakeway, Texas
Fee-only
DESMO Wealth Advisors, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 14 individual clients, 7 of them high net worth.
- Its average account is about $942,000 (assets it manages divided by its 14 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Lakeway, Texas |
|---|---|
| Website | desmowealth.com |
| [email protected] | |
| Phone | (512) 953-3766 |
DESMO Wealth Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"a monthly planning fee is charged (typically $250/Mo)" source
"hence the $3,000 starting fee" source
"a yearly fee of 0.75% of any investments under management (all in)" source
"There is no minimum investment required." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 7 |
| High-net-worth clients | 7 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 304358 |
Advisors at this firm (2)
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