Desmo Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$4,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 - $4,000, depending on complexity and the needs of the Client, and an ongoing fee that is paid monthly, in arrears, at the rate of $100 to $500 per month, depending on complexity and the needs of the client.”

Monthly fee

$100⁠-⁠$500/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Desmo Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee may be negotiable in certain cases, and the upfront fee may be waived for clients of project based financial plans.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Upon termination of any agreement, the fee will be prorated, and any unearned fee will be refunded to the Client.”

How Desmo Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $500-$4,000 spans the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.

About Desmo Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$13,188,028

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304358

Website

desmowealth.com (opens in new tab)

Phone

(203) 252-4304

Other planners in Lakeway that publish fees

• Hamilton Financial Planning LLCLakeway$250/hr, $3,500
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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