Rafael SantoroCFA · CFP®
Managing Director · Presidio Wealth Group · San Francisco, CA
★★★★★ 4.8(77+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.60%
Fee-only
Minimum
$2M
to start
Experience
20 yrs
advising clients
Response
within 4 hours
typical reply
About Rafael
Rafael runs Presidio's post-liquidity practice: clients who went from options to eight figures in one filing window. The first year after an exit sets the tax and estate trajectory for decades, and his team's work concentrates there.
Twenty years in, his rule hasn't changed: structure first, investments second.
Specialties & services
- 10b5-1 plan design for insiders
- Charitable trust and DAF structuring
- Multi-entity tax coordination
Best for
Post-IPO wealth needing a full family-office setup
Sound like you? Smart move: compare Rafael against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Rafael's availability alongside the alternatives — free.
Frequently asked about Rafael Santoro
What are Rafael Santoro's fees?
Rafael Santoro of Presidio Wealth Group publishes a fee of 0.60% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Rafael Santoro's account minimum?
Presidio Wealth Group lists a minimum of $2M in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Rafael Santoro a fiduciary?
Rafael Santoro operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Rafael work with clients outside San Francisco?
Yes — Presidio Wealth Group works with clients virtually nationwide, alongside in-person meetings in San Francisco, CA.
How do I book a call with Rafael Santoro?
Use the free AdvisoryReviews matcher to check Rafael's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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