Joseph Piazza
Presidio Financial · Houston, Texas
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.
Request an introduction to Joseph →
Facts
| Firm | Presidio Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $67.1M across 530 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 6429065 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | presidioplan.com |
| Profile |
How Joseph's firm compares
- Presidio Financial's average account is about $127,000, from its Form ADV (assets managed divided by 530 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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.
See something wrong? Request a correction. Read our methodology.