Presidio Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,681,852
Clients
115
Advisors
2
of 2 employees
About
Presidio Financial serves individual clients — including high-net-worth households — as well as ERISA-qualified retirement plans and business entities, offering discretionary asset management, written financial planning (the “Presidio Plan” and add‑ons), hourly consulting, and co‑advisory arrangements. The firm manages roughly $67 million across about 115 client relationships and may place client assets on third‑party platforms for implementation.
The firm’s investment approach emphasizes passive and factor‑based strategies grounded in Modern Portfolio Theory, implemented primarily with asset‑class mutual funds and exchange‑traded funds, with periodic rebalancing and tax‑aware reviews. Financial planning work includes cash flow, retirement transition analysis, tax and estate planning, and the firm conducts quarterly account reviews and may delegate trading or portfolio management to co‑advisors such as Matson Money.
Presidio Financial’s brochure discloses several features that are less common among peers: it indicates the use of hypothetical performance in its advertising and the use of client testimonials, and it also notes that the firm’s principals maintain active insurance practices (each devoting about 20% of their time) and may receive customary insurance commissions. The brochure further discloses co‑advisory fee arrangements and related conflicts of interest, and describes disclosures and procedures the firm uses to address those conflicts.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Presidio Plan fixed fee $1,350; add-ons $400.
$1 - $499,999: 0.75% $500,000 - $999,999: 0.65% $1,000,000 - $3,999,999: 0.55% $4,000,000+: 0.35%
$150 per hour.
Account minimum: $100,000 Fee-only: Financial planning: Fixed fee $1,350; add-on retirement transition planning $400; Hourly fee $150/hour.
Main office
550 Post Oak Blvd, Suite 407
Houston TX 77027
Advisors at this office
2
Most active in
Louisiana · Texas
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
Advisors at this firm
Matthew D
CFP®, Series 66
Houston, TX
Presidio Financial, LLC
Matthew Dockall is a CFP® with nine years of industry experience, currently serving as a managing member of Dockall Financial Stewardship, LLC and an advisor at Presidio Financial, LLC. His prior experience includes roles at Park Avenue Securities LLC and Wealth Design Group, LLC. Outside of his financial advisory work, he coordinates a weekly church event for students in Houston. Presidio Financial serves individual clients, including high-net-worth households, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, and consulting services. The firm employs a passive and factor-based investment approach using mutual funds and ETFs, with periodic rebalancing and tax-aware reviews.
Joseph P
CFP®, Series 63, Series 65
Houston, TX
Presidio Financial, LLC
Joseph Piazza III is a CFP® with 11 years of industry experience, currently affiliated with Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individual and high-net-worth clients, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, hourly consulting, and co-advisory services. The firm employs a passive, factor-based investment approach grounded in Modern Portfolio Theory and conducts comprehensive financial planning and quarterly account reviews.
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