# Joseph Piazza

> Joseph Piazza is a fee-only financial advisor at Presidio Financial in Houston, Texas, who holds the CFP credential. Presidio Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Presidio Financial
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $67.1M across 530 accounts
- **Credentials:** CFP
- **CRD:** 6429065 (https://adviserinfo.sec.gov/individual/summary/6429065)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (2015), Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://presidioplan.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Presidio Financial 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, Presidio Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Piazza based?

Joseph Piazza is based in Houston, Texas.

### What credentials does Joseph Piazza hold?

Joseph Piazza holds the CFP credential.

### Is Joseph Piazza registered with the SEC?

Yes. Joseph Piazza is registered as an investment adviser representative in LA and TX (CRD 6429065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Presidio Financial manage?

Presidio Financial reports $67.1M across 530 accounts in assets under management.

### How do I contact Joseph Piazza?

Through Joseph's website, presidioplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6429065): 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.