Firm
Confianza Wealth Management
Vista, California
Fee-only
Confianza Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 14 individual clients.
- Its average account is about $25,000 (assets it manages divided by its 28 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Vista, California |
|---|---|
| Website | confianzawealth.com |
| [email protected] | |
| Phone | (773) 655-3650 |
Confianza Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $1,000 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$500/month" source
"$1,000 – $3,000" source
"No asset minimum. Ever." source
"No commissions. Just honest, flat-fee pricing so you always know what you're paying" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 14 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 330322 |