Fee-only adviser · Denver, CO
Presidio Advisors, LLC
Presidio Advisors, LLC is a fee-only investment adviser registered with the securities regulators of California, Colorado, New York, with a mailing address in Denver, Colorado (its office is a private residence, so the street address is not published). On its latest Form ADV, filed October 22, 2026, it reports $87M in regulatory assets under management, 45 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Colorado, New York |
|---|---|
| Firm CRD number | 328699 |
| Office | Denver, CO (mailing address; office not published) |
| Phone | (303) 900-8408 |
| Website | www.presidioadvisorsllc.com |
| Regulatory assets under management | $87M |
| Individual clients | 12 non-high-net-worth, 33 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Denver
- Triumph Capital Management $646M
- Maia Wealth $973M
- GHP Investment Advisors Inc $3.1B
- Ask Dolly Not reported
- Sharkey Howes & Javer Inc $1.1B
- Uniting Wealth Partners $935M
See all 91 fee-only advisers in Denver →
Nearby
- Glendale 1 firm
- Lakewood 6 firms
- Arvada 2 firms
- Greenwood Village 28 firms
- Centennial 14 firms
- Aurora 1 firm
- Littleton 11 firms
- Englewood 11 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Presidio Advisors, LLC? Update this listing.