D
DeStefano Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,238,796
Clients
18
72% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$2,124,378
About
DeStefano Wealth Management is a state-registered independent advisory firm that provides personalized investment management and ongoing comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $38 million across a small number of client relationships and offers tailored services that cover retirement planning, estate planning, cash‑flow and business planning, and investment analysis.
The firm’s investment process is grounded in modern portfolio theory and largely implemented through passive building blocks such as index mutual funds and ETFs, while fundamental analysis is used to assess holdings and inform allocation decisions. Portfolios are supervised on an ongoing basis with regular reviews tied to the broader financial planning relationship; clients receive written or electronic financial plans and annual plan updates as part of that engagement.
Notable features include a practice model that bundles investment management with an ongoing comprehensive planning engagement and a willingness to provide planning as part of the managed‑asset relationship in many cases. The firm typically recommends a major custodial platform that provides institutional brokerage services and research support, does not engage in aggregated block trading for multiple accounts, and generally limits custody to fee‑withdrawal arrangements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
$4,000 annually for Ongoing Comprehensive Financial Planning
$0 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Main office location
DeStefano Wealth Management
Austin TX, United States
Number of offices
1
Most active in
DeStefano Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")