Lily Ho
Advisor at JPL Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JPL Wealth Management
Location
Dripping Springs, TX 78620
Credentials
CFP®, Series 66
Industry experience
23 years
About
Lily Ho is a CFP® and holds a Series 66 license with 23 years of industry experience. She is currently the sole advisor at JPL Wealth Management, where she has worked since 2023. Prior to this, she has been involved with J.K. Financial Services Inc. and JPL Financial and Insurance Services Inc. Outside of her advisory role, she serves as president of an insurance services company and is active as a real estate agent. JPL Wealth Management offers investment management and financial planning services to individuals, including high-net-worth clients, through comprehensive ongoing plans, one-time plans, and hourly engagements. The firm employs a range of analytical approaches and manages assets primarily on a non-discretionary basis, also providing educational seminars on personal finance topics.
Client services
Based on JPL Wealth Management
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on JPL Wealth Management
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
One-Time Comprehensive Financial Plan fee $3,000 - $10,000; Initial Financial Planning fee $1,000 - $5,000
$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.5% $3,000,001 - $5,000,000: 0.25% $5,000,001+: Negotiable
$400.00 per hour for financial planning
Ongoing comprehensive financial planning paid monthly or quarterly retainer; Annual fee $1,200 - $15,000
Fee-only: Comprehensive Financial Planning fees: Initial fee $1,000 - $5,000; Annual fee $1,200 - $15,000; One-Time Financial Plan $3,000 - $10,000; Hourly Financial Planning fee $400/hour
Location
4002 E Us Hwy 290
Dripping Springs, TX 78620
Most active in
Lily H has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
JPL Wealth Management Inc.
2023 - Present (3 years)
J.K. Financial Services Inc.
2012 - Present (14 years)
JPL Financial And Insurance Services Inc.
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Andrew O
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
Theodore B
Series 65
Austin, TX
Barac Capital Management, LLC
Michel K
Series 65
Dripping Springs, TX
Synergos Capital Management
Massi D
CFP®
Lakeway, TX
DESMO Wealth Advisors, LLC
"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/
Paul N
Series 65
Bee Cave, TX
Quillpen Advisors, LLC
Steven L
ChFC®, Series 66
Austin, TX
Compendium Wealth Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")