Prossimo Advisors LLC

Prossimo Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Luis Obispo, California. On its latest Form ADV, filed March 26, 2026, it reports $239M in regulatory assets under management, 26 individual clients and 4 employees who give 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	SEC-registered
Firm CRD number	289347 · SEC file 801-118685
Office	1150 Osos Street Suite 208 San Luis Obispo, CA 93401
Phone	(805) 548-2800
Website	www.prossimoadvisors.com
Regulatory assets under management	$239M
Individual clients	0 non-high-net-worth, 26 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Portfolio management, Selection of other advisers
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	March 26, 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.
• It also charges a percentage of assets managed for ongoing investment management.
• 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
• 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 San Luis Obispo

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• Peak Wealth Advisors, Inc. $99M
• Cerro Pacific Wealth Advisors, LLC $532M
• KMR Wealth Advisory, LLC $66M
• Lance Parker Wealth Management $38M
• Salvini Financial Planning $116M

See all 14 fee-only advisers in San Luis Obispo →

Nearby

• Atascadero 2 firms
• Templeton 2 firms
• Santa Maria 1 firm