Rodney Prezeau
Belgrave Square Advisors · San Mateo, California
Rodney Prezeau is a fee-only financial advisor at Belgrave Square Advisors in San Mateo, California. Rodney charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on small business owners.
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Specialties
Facts
| Firm | Belgrave Square Advisors |
|---|---|
| Based in | San Mateo, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $37.3M across 99 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4816129 |
| Exams passed | Series 63 (2005) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.belgravesquareadvisors.com |
| Profile |
How Rodney's firm compares
- Belgrave Square Advisors's average account is about $377,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Rodney
Is Rodney Prezeau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and Belgrave Square Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodney charge for financial advice?
Rodney charges a percentage of assets.
How much does Rodney charge?
According to Belgrave Square Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Rodney Prezeau based?
Rodney Prezeau is based in San Mateo, California.
What does Rodney specialize in?
Rodney's specialties include small business owners.
Is Rodney Prezeau registered with the SEC?
Yes. Rodney Prezeau is registered as an investment adviser representative in CA (CRD 4816129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Belgrave Square Advisors manage?
Belgrave Square Advisors reports $37.3M across 99 accounts in assets under management.
How do I contact Rodney Prezeau?
Through Rodney's website, www.belgravesquareadvisors.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
- Belgrave Square Advisors 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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