Presidio Advisors, LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 17, 2026, Presidio Advisors, LLC charges an annual fee of $6,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000-$20,000/yr
“Clients’ flat, annual fee ranges between $6,000 and $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Presidio Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are not negotiable and will be outlined in your Advisory 8 Contract.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “This one-time payment is made in advance to compensate Presidio Advisors for the initial, front-loaded preparatory work completed during the first initial months of the engagement.”
How Presidio Advisors, LLC’s fees compare
- Its annual fee of $6,000-$20,000 spans the Colorado median of $7,750. 70% of the 57 other Colorado planners that publish an annual fee charge less.
- 11 of the 17 other planners in Denver that publish an annual fee charge less.
About Presidio Advisors, LLC
“We offer financial planning services, which also incorporates wealth management.”
- Principal: Josh Radman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.29% a year
- Clients
- 38
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $66,347,803
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328699
- Phone
- (303) 900-8408
Can advise clients in 3 states: California, Colorado, New York
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.