Presidio Advisors LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 45 individual clients, 33 of them high net worth.
- Its average account is about $254,000 (assets it manages divided by its 344 accounts).
- Its ongoing planning fee starts at $15,000 a year, above the Colorado median of $6,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | presidioadvisorsllc.com |
| Phone | (710) 644-0588 |
Questions about Presidio Advisors LLC
How much does Presidio Advisors LLC charge?
Presidio Advisors LLC publishes these prices: ongoing planning: from $15,000 a year. We found this on its website, checked October 28, 2026.
How is Presidio Advisors LLC paid?
Presidio Advisors LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Presidio Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Presidio Advisors LLC.
What is the average account at Presidio Advisors LLC?
Presidio Advisors LLC's average account is about $254,000. That's the assets on its Form ADV divided by its 344 accounts.
What does Presidio Advisors LLC specialize in?
Presidio Advisors LLC's advisors and website list equity compensation, tax planning and flat-fee planning.
Does Presidio Advisors LLC work with clients virtually?
Yes. Presidio Advisors LLC's website says it works with clients virtually.
Presidio Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $15,000 a year |
|---|---|
| How it charges | Flat fee |
In the firm's words
"$15,000 | Annual Fee" source
"I proudly offer financial planning and investment management for a flat, annual fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $87 million |
| Individual clients | 12 |
| High-net-worth clients | 33 |
| Accounts managed | 344 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 328699 |