DeStefano Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Austin TX
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Destefano Wealth Management · Destefano Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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