Presidio Financial

Presidio Financial at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 115 individual clients, 19 of them high net worth.
• Its average account is about $127,000 (assets it manages divided by its 530 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Presidio Financial fees

Presidio Financial 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

Advisors at this firm (2)

• Joseph Piazza

  CFP

• Matthew Dockall

  CFP

Other fee-only firms in Houston

• Refined Wealth
• RHP Wealth Management
• RMH Capital Advisors
• Ryerson Financial
• Sahni
• Saxon Financial Group
• Sequent Asset Management
• Seren Wealth Advisors

Fee-only advisors in Texas