Presidio Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Hourly fee of $150 per hour.”

Flat or project fee

$1,350

“Fixed fee of $1,350 Presidio Financial reserves the right to lower or waive the fee at their discretion.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Presidio Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Presidio Financial, LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $1,350 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Presidio Financial, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

115

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$67,052,692

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300270

Website

presidioplan.com (opens in new tab)

Phone

(281) 789-8709

Can advise clients in 2 states: Louisiana, Texas

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