# Joseph Garcia

> Joseph Garcia is a fee-only financial advisor at Mirador Capital Partners in Pleasanton, California. Joseph focuses on founders (pre-exit) and tax planning. Mirador Capital Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-garcia/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mirador Capital Partners
- **Based in:** Pleasanton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $1.01B across 2,249 accounts
- **Specialties:** Founders (pre-exit), Tax planning
- **CRD:** 2423093 (https://adviserinfo.sec.gov/individual/summary/2423093)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 15 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.miradorcp.com

## Frequently asked questions

### Is Joseph Garcia a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Mirador Capital Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Joseph Garcia based?

Joseph Garcia is based in Pleasanton, California.

### What does Joseph specialize in?

Joseph's specialties include founders (pre-exit) and tax planning.

### Is Joseph Garcia registered with the SEC?

Yes. Joseph Garcia is registered as an investment adviser representative in CA (CRD 2423093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Mirador Capital Partners manage?

Mirador Capital Partners reports $1.01B across 2,249 accounts in assets under management.

### How do I contact Joseph Garcia?

Through Joseph's website, www.miradorcp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2423093): 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
- The firm's website (https://www.miradorcp.com/): specialties, clients served, and fees, checked October 30, 2026

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