Confidant Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Confidant Financial Solutions serves individual clients, including both high-net-worth and other households, by providing discretionary asset management alongside modular financial and retirement planning. The firm supports planning with Money Guide Pro and typically implements ongoing portfolio management through accounts custodied at Schwab.
The firm constructs customized allocations from its model portfolios, relying primarily on nine ETFs chosen to reflect the nine Morningstar style boxes and weighted equally for core U.S. equity, with quarterly reviews for rebalancing. Confidant uses both fundamental and technical analysis, may actively trade (including holding positions under 30 days), and the brochure indicates it can implement leveraged or derivative exposures within separately managed accounts as part of its strategies.
A distinguishing aspect of the firm is its implementation of derivative or leveraged ETF exposures in managed accounts, which departs from the practices of many independent peers. The brochure also discloses the principal’s role as a licensed insurance agent (with related commission arrangements disclosed to clients) and notes the firm’s use of service providers that incorporate artificial intelligence, for which it performs periodic due diligence.
Client services
Expertise
Fee options
$0 - $99,999: 2.00% annually $100,000 - $500,000: 1.50% annually $500,001+: 1.00% annually
$200 per hour, negotiable
Main office
Johns Creek GA
Advisors at this office
1
Most active in
Georgia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)