Confide
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Confide is a fee-only, state-registered independent advisory firm that provides comprehensive financial planning and discretionary investment management to individuals and to employer-sponsored retirement plans and plan sponsors. The firm manages roughly $12.6 million on a discretionary basis for a small client base and offers project-based, hourly, and ongoing planning engagements.
The firm’s investment approach is based on Modern Portfolio Theory and emphasizes broad diversification using low-cost mutual funds and ETFs, implemented through client-specific Investment Policy Statements and discretionary trading. Confide also considers tax-efficiency and asset location in portfolio construction, may retain legacy holdings for tax or fit reasons, and provides ongoing monitoring with periodic reviews.
Notably for a solo independent adviser, Confide offers pension consulting and acts as a 3(38) investment fiduciary for corporate retirement plans, including the preparation of written pension consulting plans for plan sponsors. The firm also engages in client education and workshops, informed by the principal’s doctoral training in financial planning and prior experience in graduate financial-education clinics, and participates in industry educational events.
Client services
Expertise
Fee options
Project-based financial planning fees typically range from $3,000 to $6,000.
$0 - $3,000,000: 0.85% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.15%
Hourly rates range from $200 to $400 per hour based on staff expertise and planning complexity.
Ongoing project-based planning may be charged monthly with a minimum of one hour per month; fees paid monthly in arrears.
Minimum fee: Minimum annual fee of $7,200 ($600 per month) for investment management and financial planning; minimum annual fee of $5,000 for corporate retirement plan management and pension consulting services. Fee-only: Fee-only financial planning services charged at fixed fees or hourly rates ($200 to $400 per hour), project-based fees ranging from $3,000 to $6,000.
Main office
Thousand Oaks CA
Advisors at this office
1
Most active in
California
Also doing business as
Confide · Confide Financial Planning & Investments, 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
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