Brett Cicinelli
Confluence Capital Advisors · Woodland Hills, California
Brett Cicinelli is a fee-only financial advisor at Confluence Capital Advisors in Woodland Hills, California, who holds the CFP and CFA credentials. Brett focuses on founders (pre-exit), tax planning and estate & legacy planning. Confluence Capital Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Divorced individuals
- Multi-generational families
Facts
| Firm | Confluence Capital Advisors |
|---|---|
| Based in | Woodland Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Assets under management | $42.3M across 61 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 3122873 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.confluenceca.com |
| Profile |
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Questions about Brett
Is Brett Cicinelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Confluence Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Confluence Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
How much does Brett charge?
According to Confluence Capital Advisors's website, checked October 30, 2026: no asset minimum.
Where is Brett Cicinelli based?
Brett Cicinelli is based in Woodland Hills, California.
What does Brett specialize in?
Brett's specialties include founders (pre-exit), tax planning, estate & legacy planning, family wealth transfer and retirement planning. Brett works with founders, divorced individuals and multi-generational families.
What credentials does Brett Cicinelli hold?
Brett Cicinelli holds the CFP and CFA credentials.
Is Brett Cicinelli registered with the SEC?
Yes. Brett Cicinelli is registered as an investment adviser representative in CA (CRD 3122873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Confluence Capital Advisors manage?
Confluence Capital Advisors reports $42.3M across 61 accounts in assets under management.
How do I contact Brett Cicinelli?
Through Brett's website, www.confluenceca.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Confluence Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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