Gerardo Garcia Jr
Confianza Wealth Management · Vista, California
Gerardo Garcia Jr is a fee-only financial advisor at Confianza Wealth Management in Vista, California, who holds the CFP and MBA credentials. Gerardo charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $1,000) and focuses on flat-fee planning, equity compensation and tax planning.
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Specialties
Facts
| Firm | Confianza Wealth Management |
|---|---|
| Based in | Vista, California |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $1,000 · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $692K across 28 accounts |
| Credentials | CFP · MBA |
| Firm size | 1 employee |
| Website | confianzawealth.com |
How Gerardo's firm compares
- Ongoing planning starts at $6,000 a year, in line with the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the California median of $2,500 for fee-only firms that publish prices.
- Confianza Wealth Management's average account is about $25,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Gerardo
Is Gerardo Garcia Jr a fee-only financial advisor?
Yes. Gerardo Garcia Jr is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Gerardo charge for financial advice?
Gerardo charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Gerardo charge?
According to Confianza Wealth Management's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $1,000; no asset minimum.
Where is Gerardo Garcia Jr based?
Gerardo Garcia Jr is based in Vista, California.
What does Gerardo specialize in?
Gerardo's specialties include flat-fee planning, equity compensation, tax planning, estate & legacy planning and small business owners.
What credentials does Gerardo Garcia Jr hold?
Gerardo Garcia Jr holds the CFP and MBA credentials.
How much does Confianza Wealth Management manage?
Confianza Wealth Management reports $692K across 28 accounts in assets under management.
How do I contact Gerardo Garcia Jr?
Through Gerardo's website, confianzawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Confianza Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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