Confianza Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Confianza Wealth Management is a fee‑only, independent registered investment adviser that serves individuals, high‑net‑worth clients, and employer‑sponsored retirement plans, offering investment management, financial planning (both project‑based and ongoing tiers), and retirement plan consulting. The firm operates as a solo advisory practice with a small client base and manages under $1 million in client assets, providing tailored advice and ongoing account supervision.
The firm works with clients to establish individualized investment policies and asset‑allocation targets and implements those strategies using a mix of passive and active vehicles, third‑party model portfolios, and, when appropriate, Outside Managers on a discretionary basis. Financial planning is offered across defined tiers (Starter, Advanced, Ultimate) and includes services such as cash‑flow analysis, estate and tax planning coordination, employee benefits optimization, business planning, and equity compensation analysis, with periodic reviews and ongoing monitoring.
Notably, despite its small scale, the firm provides retirement plan consulting to employer plan sponsors and serves in advisory capacities defined under ERISA, an offering that is uncommon among peers in this category; services for plans include drafting investment policy statements, investment and fee reviews, participant education, and vendor searches. The firm also emphasizes a fiduciary, CFP®‑backed planning approach and integrates referrals to unaffiliated third‑party professionals and managers rather than receiving commission‑based compensation.
Client services
Expertise
Demographic focus
Fee options
Project-based financial planning fixed fees up to $6,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Ongoing financial planning recurring monthly fixed fees ranging from $300 to $500, negotiable.
Minimum fee: Initial financial planning fee up to $3,000; ongoing financial planning recurring fees $300 to $500 per month; project-based financial planning fixed fees up to $6,000. Fee-only: Financial planning fees as fixed fees and recurring fixed fees described above; investment management and retirement plan consulting fees are based on AUM percentage.
Main office
Vista CA
Advisors at this office
1
Most active in
California
Also doing business as
Confianza Wealth Management · Confianza Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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