David Chenet
Presidio Capital Management · San Diego, California
David Chenet is a fee-only financial advisor at Presidio Capital Management in San Diego, California, who holds the CFP and CFA credentials. David 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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Presidio Capital Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $498.9M across 1,080 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 5102910 |
| Exams passed | Series 66 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.presidiocm.com |
| Profile |
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Questions about David
Is David Chenet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, Presidio Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Chenet based?
David Chenet is based in San Diego, California.
What does David specialize in?
David's specialties include founders (pre-exit), tax planning, retirement planning, estate & legacy planning, divorce financial planning and retirement with concentrated positions. David works with retirees, pre-retirees and multi-generational families.
What credentials does David Chenet hold?
David Chenet holds the CFP and CFA credentials.
Is David Chenet registered with the SEC?
Yes. David Chenet is registered as an investment adviser representative in CA (CRD 5102910), 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 David Chenet?
Through David's website, www.presidiocm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Presidio Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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