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Firm

Presidio Capital Management

San Diego, California

Fee-only

Facts

Based inSan Diego, California
Websitepresidiocm.com
Email[email protected]
Phone(858) 461-4959

Presidio Capital Management fees

Presidio Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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 byPercentage of assets · Hourly · Fixed fees
Assets managed$499 million
Individual clients136
Financial planningOffered
Form ADV filedOctober 19, 2026
SEC recordCRD 304501

Advisors at this firm (8)