Matthew Vallebo
Presidio Capital Management · San Diego, California
Matthew Vallebo is a fee-only financial advisor at Presidio Capital Management in San Diego, California. Matthew focuses on founders (pre-exit), tax planning and retirement planning. Presidio Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Presidio Capital Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $498.9M across 1,080 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6874234 |
| Exams passed | Series 66 (2018) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.presidiocm.com |
| Profile |
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Questions about Matthew
Is Matthew Vallebo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Presidio Capital Management 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 Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Vallebo based?
Matthew Vallebo is based in San Diego, California.
What does Matthew specialize in?
Matthew's specialties include founders (pre-exit), tax planning, retirement planning, estate & legacy planning, divorce financial planning and retirement with concentrated positions. Matthew works with retirees, pre-retirees and multi-generational families.
Is Matthew Vallebo registered with the SEC?
Yes. Matthew Vallebo is registered as an investment adviser representative in CA (CRD 6874234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Presidio Capital Management manage?
Presidio Capital Management reports $498.9M across 1,080 accounts in assets under management.
How do I contact Matthew Vallebo?
Through Matthew's website, www.presidiocm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Presidio Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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