Presidio Financial, LLC

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Client assets under management

$53,761,480

Clients

115

17% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$467,491

About

Presidio Financial provides discretionary asset management, written financial plans (including its packaged “Presidio Plan” and hourly consulting) and ERISA retirement-plan advisory services to individuals—including high-net-worth clients—and to employer-sponsored plans. The firm reports managing roughly $54 million for about 115 clients and also acts as a co-advisor on the Matson Money platform.

Investment approach is principally passive and evidence-based, relying on modern portfolio theory, factor-based allocations and periodic rebalancing tailored to each client’s objectives, time horizon and risk tolerance. The firm documents client profiles and allows client-imposed restrictions, and it may implement portfolios using third-party models and co-advisors when appropriate.

The brochure discloses that the firm’s principals are licensed insurance agents who spend material time on that activity and may offer insurance products for which they receive commissions, a potential conflict the firm addresses through disclosure. The firm also discloses the use of hypothetical performance and client testimonials in its marketing and notes institutional custody and co-advisor arrangements—elements that are less common among similarly supported advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Comprehensive "Presidio Plan" fixed fee: $1,350; Add-on retirement transition planning: $400

Percentage

$1 - $499,999: 0.75% annually $500,000 - $999,999: 0.65% annually $1,000,000 - $3,999,999: 0.55% annually $4,000,000+: 0.35% annually

Project-based

$150 per hour

Other

Account minimum: $100,000 Fee-only: Fixed fee of $1,350 for comprehensive financial plan; hourly fee of $150 per hour for consulting services; fees are negotiable and may be waived or lowered at advisor discretion.

Main office location

Presidio Financial, LLC

550 Post Oak Blvd, Suite 407

Houston TX 77027, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure

Quick links

Website 281-789-8709

Advisors at this firm

Matthew D

CFP®, Series 66

Houston, TX

Presidio Financial, LLC

Matthew Dockall is a CFP® professional with eight years of industry experience, currently serving at Presidio Financial, LLC in Houston, TX. His prior experience includes roles at Park Avenue Securities LLC and Wealth Design Group, LLC. Outside of his advisory work, he coordinates a church event for students as part of his pastoral support activities. Presidio Financial provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and employer-sponsored plans. The firm manages approximately $54 million for about 115 clients, using a principally passive, evidence-based investment approach tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies Founder/Business Owner Retired

Joseph P

CFP®, Series 63, Series 65

Houston, TX

Presidio Financial, LLC

Joseph Piazza is a CFP® certificant with 11 years of industry experience. He is currently with Presidio Financial, LLC and also operates Piazza Wealth Strategies, LLC, a holding company for Presidio Financial. His prior experience includes roles at Park Avenue Securities LLC and Wealth Design Group, LLC. Presidio Financial provides discretionary asset management, comprehensive financial planning, and ERISA retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored plans. The firm employs a principally passive, evidence-based investment approach using modern portfolio theory and factor-based allocations tailored to client-specific objectives.

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies Founder/Business Owner Retired

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