Josh Radman
Presidio Advisors LLC · Boulder, Colorado
Josh Radman is a fee-only financial advisor at Presidio Advisors LLC in Boulder, Colorado, who holds the CFP, MBA and EA credentials. Josh charges a flat fee or retainer (ongoing planning from $15,000 a year) and focuses on equity compensation, tax planning and flat-fee planning.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | Presidio Advisors LLC |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $15,000 a year |
| Works virtually | Yes |
| Assets under management | $87.2M across 344 accounts |
| Credentials | CFP · MBA · EA |
| SEC registration | Investment adviser representative in CA, CO, NY, TX · CRD 7829783 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | presidioadvisorsllc.com |
| Profile |
How Josh's firm compares
- Ongoing planning starts at $15,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Presidio Advisors LLC's average account is about $254,000, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Josh
Is Josh Radman a fee-only financial advisor?
Yes. Josh Radman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.
How does Josh charge for financial advice?
Josh charges a flat fee or retainer.
How much does Josh charge?
According to Presidio Advisors LLC's website, checked October 28, 2026: ongoing planning from $15,000 a year.
Does Josh work with clients virtually?
Yes. Presidio Advisors LLC says on its website that it works with clients remotely.
Where is Josh Radman based?
Josh Radman is based in Boulder, Colorado.
What does Josh specialize in?
Josh's specialties include equity compensation, tax planning and flat-fee planning. Josh works with tech employees and high earners.
What credentials does Josh Radman hold?
Josh Radman holds the CFP, MBA and EA credentials.
Is Josh Radman registered with the SEC?
Yes. Josh Radman is registered as an investment adviser representative in CA, CO, NY and TX (CRD 7829783), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Presidio Advisors LLC manage?
Presidio Advisors LLC reports $87.2M across 344 accounts in assets under management.
How do I contact Josh Radman?
Through Josh's website, presidioadvisorsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Presidio Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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