Robyn Cohen
Presidio Capital Management · San Diego, California
Robyn Cohen is a fee-only financial advisor at Presidio Capital Management in San Diego, California. Robyn 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 7897774 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.presidiocm.com |
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Questions about Robyn
Is Robyn Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robyn 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 Robyn charge for financial advice?
Robyn's firm, Presidio Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robyn Cohen based?
Robyn Cohen is based in San Diego, California.
What does Robyn specialize in?
Robyn's specialties include founders (pre-exit), tax planning, retirement planning, estate & legacy planning, divorce financial planning and retirement with concentrated positions. Robyn works with retirees, pre-retirees and multi-generational families.
Is Robyn Cohen registered with the SEC?
Yes. Robyn Cohen is registered as an investment adviser representative in CA (CRD 7897774), 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 Robyn Cohen?
Through Robyn'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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