Presidio Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,698,428
Clients
23
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$986,888
About
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.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Equity & salary compensation negotiation
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax strategies for small businesses
Occupation focus
Executive
Technology Professional
Demographic focus
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
Project-Based Financial Planning fees range from $5,000 to $12,000 fixed fee
Minimum fee: Annual fees range between $7,500 and $12,000 for ongoing financial planning services Fee-only: Fee-only firm; compensated solely by client fees with no commissions or sales-related compensation
Main office location
Presidio Advisors, LLC
Denver CO, United States
Number of offices
1
Most active in
Presidio Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
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")