Matthew Dockall
Presidio Financial · Houston, Texas
Matthew Dockall 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.
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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 6784937 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | presidioplan.com |
| Profile |
How Matthew's firm compares
- Presidio Financial's average account is about $127,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Matthew
Is Matthew Dockall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Presidio Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Dockall based?
Matthew Dockall is based in Houston, Texas.
What credentials does Matthew Dockall hold?
Matthew Dockall holds the CFP credential.
Is Matthew Dockall registered with the SEC?
Yes. Matthew Dockall is registered as an investment adviser representative in LA and TX (CRD 6784937), 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 Matthew Dockall?
Through Matthew'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.
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