A complete list of active advisors currently associated with Presidio Advisors, LLC

Warmer can help you find a great advisor at Presidio Advisors, LLC or one who fits your needs even better.

Presidio Advisors, LLC is a fee‑only, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with financial planning, wealth management, and portfolio management. The firm also offers project‑based planning engagements, equity compensation analysis, and coaching for new‑hire salary and equity negotiations, as well as periodic educational seminars and workshops. The firm provides ongoing financial planning with complementary investment management, managing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and cash equivalents, and it employs both passive and active strategies grounded in Modern Portfolio Theory. Presidio may engage sub‑advisors for account management, operates with discretionary trading authority, and requires clients to maintain custody at its recommended custodian for execution and reporting. Noteworthy distinctions in Presidio’s brochure include its billing model that does not rely on a traditional percentage‑of‑assets fee but instead uses flat annual and project fees with an upfront onboarding charge, and its regular offering of seminars and workshops. The brochure also discloses the use of sub‑advisors and acknowledges risks tied to underlying funds’ investment practices (for example, use of derivatives), and the firm’s materials reference third‑party ratings and client testimonials as part of its advertising.

To learn more about the advisors currently working at Presidio Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.