Soha Dessouky is a registered investment advisor at Creative Planning, based in Austin, TX, with 4 years of industry experience. Soha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
3101 Bee Caves Road, Suite 310, Austin, TX, 78746
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Soha is a registered representative with Griffin Financial Group and an investment advisor representative (IAR) with Kestra Advisory Services, dedicating full-time hours to these activities. Soha also works as a bookkeeper and managing member for TinyTabs Bookkeeping LLC (about 10-20% of her time) and as a fitness instructor (a few hours per week).
Employment History
Current Registrations
Creative Planning
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
49 Financial
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.