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Advisor

Christopher Reyes

Presidio Capital Management · San Diego, California

Christopher Reyes is a fee-only financial advisor at Presidio Capital Management in San Diego, California. Christopher focuses on founders (pre-exit), tax planning and retirement planning. Presidio Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Specialties

Who they serve

  • Retirees
  • Pre-retirees
  • Multi-generational families

Facts

FirmPresidio Capital Management
Based in San Diego, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$498.9M across 1,080 accounts
SEC registration Investment adviser representative in CA · CRD 6288673
Exams passedSeries 65 (2016)
Firm size14 employees
Disclosures None reported
Websitewww.presidiocm.com

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Questions about Christopher

Is Christopher Reyes a fee-only financial advisor?

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

How does Christopher charge for financial advice?

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

Where is Christopher Reyes based?

Christopher Reyes is based in San Diego, California.

What does Christopher specialize in?

Christopher's specialties include founders (pre-exit), tax planning, retirement planning, estate & legacy planning, divorce financial planning and retirement with concentrated positions. Christopher works with retirees, pre-retirees and multi-generational families.

Is Christopher Reyes registered with the SEC?

Yes. Christopher Reyes is registered as an investment adviser representative in CA (CRD 6288673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Presidio Capital Management manage?

Presidio Capital Management reports $498.9M across 1,080 accounts in assets under management.

How do I contact Christopher Reyes?

Through Christopher's website, www.presidiocm.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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