Joseph Piazza is a CFP-designated registered investment advisor at Presidio Financial, LLC, based in Houston, TX, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 116 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1.0M - $4.0M | 0.55% |
| $4M+ | 0.35% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
550 Post Oak Blvd, Suite 407, Houston, TX, 77027
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is associated with Piazza Wealth Strategies, LLC, a holding company for Presidio Financial, LLC, since January 2025. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Presidio Financial, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.