# Rielle Sanidad

> Rielle Sanidad is a fee-only financial advisor at Presidio Capital Management in San Diego, California, who holds the CFP credential. Rielle 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.

Page: https://find.wellspent.co/advisors/rielle-sanidad/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $498.9M across 1,080 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Tax planning, Retirement planning, Estate & legacy planning, Divorce financial planning, Retirement with concentrated positions
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 7360932 (https://adviserinfo.sec.gov/individual/summary/7360932)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.presidiocm.com

## Frequently asked questions

### Is Rielle Sanidad a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rielle 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 Rielle charge for financial advice?

Rielle's firm, Presidio Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rielle Sanidad based?

Rielle Sanidad is based in San Diego, California.

### What does Rielle specialize in?

Rielle's specialties include founders (pre-exit), tax planning, retirement planning, estate & legacy planning, divorce financial planning and retirement with concentrated positions. Rielle works with retirees, pre-retirees and multi-generational families.

### What credentials does Rielle Sanidad hold?

Rielle Sanidad holds the CFP credential.

### Is Rielle Sanidad registered with the SEC?

Yes. Rielle Sanidad is registered as an investment adviser representative in CA (CRD 7360932), 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 Rielle Sanidad?

Through Rielle's website, www.presidiocm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7360932): 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
- The firm's website (https://presidiocm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.