Firm
Confide
Thousand Oaks, California
Fee-only
Confide at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $230,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Thousand Oaks, California |
|---|---|
| Website | confidefinancial.com |
| Phone | (805) 267-9540 |
Confide fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $7,200 |
|---|---|
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"The cost of a one-time comprehensive plan ranges from $7,200 - $10,000 depending on unique complexity factors." source
"First $3,000,000" source
"Our annual advisory fees are based on a percentage of assets, with rates that decrease as your portfolio grows" source
"The cost of a one-time comprehensive plan ranges from $7,200 - $10,000 depending on unique complexity factors." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 8 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 326192 |