Confide
4yrs
4 years in the industry
Confide
Location not listed. Legal name: Confide Financial Planning & Investments, LLC
About the firm
A registered investment advisory firm. It manages about $12.6 million for roughly 8 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.58 million
Assets under management ?$12.6 million
Individual clients8
Median years of experience4
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Advisors at Confide
1Advisors
4Median years of experience
1States with offices
–Offices
Also known as
Confide Financial Planning & Investments, LLC
About Confide
How do I contact Confide?
Call the main office at (805) 267-9540. The main office is at , .
How is Confide paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Confide offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at Confide?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.