Presidio Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,248,816
Clients
12
Advisors
1
of 1 employees
About
Presidio Financial Advisors LLC is a single‑advisor registered investment adviser that manages roughly $4.7 million for a small roster of individual and high‑net‑worth clients and also serves pension and profit‑sharing plans. The firm provides discretionary investment management as well as non‑discretionary investment consulting under formal written agreements.
The firm’s investment process is built on fundamental research and a balanced, total‑return approach that can include cash, equities, fixed income, ETFs, REITs and options, with portfolios tailored to clients’ objectives, risk tolerances and any stated restrictions. Managed accounts are run on a discretionary basis with periodic reviews, and custody and trade execution are handled through a third‑party custodian.
What distinguishes Presidio from many peers is its offering of pension consulting for 401(k) and other employee benefit plans — including assistance in identifying plan objectives, recommending money managers and custodians, monitoring investment options, and preparing written pension consulting plans — a service that is uncommon among solo independent advisers. The firm also accepts standalone consulting engagements on a project/hourly basis and maintains documented fiduciary and ethics policies.
Client services
Expertise
Fee options
$0 - $750,000: 1.00% $750,000 - $5,000,000: 0.70% $5,000,000+: 0.40%
$200 to $350 per hour
Main office
105 E De La Guerra Street, Suite 10
Santa Barbara CA 93101
Advisors at this office
1
Most active in
California
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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