Confiance Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor also offers stand-alone financial planning services at an hourly rate of $250 per hour.”

Monthly fee

$200⁠-⁠$300/mo

“Ongoing financial planning services are offered at a monthly rate ranging from $200 to $300 per month, or at a quarterly rate ranging from $750 to $2,500 per quarter.”

Quarterly fee

$750⁠-⁠$2,500/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Confiance Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Confiance Financial LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.

About Confiance Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$2,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338506

Website

confiancefinancial.com (opens in new tab)

Phone

(919) 229-9299

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina