Presidio Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Presidio Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with ongoing and project-based financial planning and wealth management. The firm also provides specialized services including equity-compensation analysis and coaching for new-hire salary and equity negotiations, and it may refer clients to independent third-party professionals for implementation.
The firm’s investment approach draws on modern portfolio theory and emphasizes broadly diversified allocations across stocks, bonds, mutual funds, ETFs, and municipal and government securities; investment management is bundled into the planning engagement rather than billed as a percentage-of-assets. Presidio may engage a sub-advisor (Dimensional Fund Advisors) for certain accounts, requires clients to establish custody at Charles Schwab, and implements portfolios on a discretionary basis under a limited power of attorney.
What distinguishes Presidio from many peers is its non‑percentage fee structure and the use of a one‑time upfront onboarding payment as part of the planning engagement, combined with complementary investment management included in that engagement. The firm also offers educational seminars and workshops, focuses on technical equity-compensation work and negotiation coaching, maintains a relatively small client base and assets under management, does not aggregate or block trades across accounts, and relies on custodian statements rather than producing separate in‑house performance reports.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time upfront payment of $7,500 for new clients prior to the start of engagement.
Minimum fee: Annual fees range from $6,000 to $25,000 for ongoing financial planning services. Fee-only: Fee-only firm compensated solely by client fees; no commissions or sales-related compensation received.
Main office
Denver CO
Advisors at this office
1
Most active in
California · Colorado · New York · Texas
Also doing business as
Presidio Advisors West, LLC · Presidio Advisors, 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
Quick links
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