Kristin Short
Confide · Thousand Oaks, California
Kristin Short is a fee-only financial advisor at Confide in Thousand Oaks, California, who holds the CFP credential. Kristin charges a percentage of assets and a one-time planning fee (one-time plans from $7,200 and 0.85% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Confide |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $7,200 · 0.85% a year on the first tier of assets managed |
| Accepting new clients | Not currently |
| Assets under management | $12.6M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7521181 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.confidefinancial.com |
| Profile |
How Kristin's firm compares
- A one-time plan starts at $7,200, above the California median of $2,500 for fee-only firms that publish prices.
- Confide's average account is about $230,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Kristin
Is Kristin Short a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Confide reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristin charge for financial advice?
Kristin charges a percentage of assets and a one-time planning fee.
How much does Kristin charge?
According to Confide's website, checked October 30, 2026: one-time plans from $7,200; 0.85% a year on the first tier of assets managed.
Where is Kristin Short based?
Kristin Short is based in Thousand Oaks, California.
What does Kristin specialize in?
Kristin's specialties include retirement planning and tax planning. Kristin works with retirees and pre-retirees.
What credentials does Kristin Short hold?
Kristin Short holds the CFP credential.
Is Kristin Short registered with the SEC?
Yes. Kristin Short is registered as an investment adviser representative in CA (CRD 7521181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Confide manage?
Confide reports $12.6M across 55 accounts in assets under management.
How do I contact Kristin Short?
Through Kristin's website, www.confidefinancial.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
- Confide 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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