# Chad Anderson

> Chad Anderson is a fee-only financial advisor at Presidio Wealth Management in Midvale, Utah. Presidio Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chad-anderson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Presidio Wealth Management
- **Based in:** Midvale, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $217.5M across 903 accounts
- **CRD:** 3180213 (https://adviserinfo.sec.gov/individual/summary/3180213)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (1999), Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://presidiowealth.com

## Frequently asked questions

### Is Chad Anderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Presidio Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chad charge for financial advice?

Chad's firm, Presidio Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Chad Anderson based?

Chad Anderson is based in Midvale, Utah.

### Is Chad Anderson registered with the SEC?

Yes. Chad Anderson is registered as an investment adviser representative in UT (CRD 3180213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Presidio Wealth Management manage?

Presidio Wealth Management reports $217.5M across 903 accounts in assets under management.

### How do I contact Chad Anderson?

Through Chad's website, presidiowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3180213): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.