Confianza Wealth Management fees and pricing
Financial planner in Vista, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 22, 2026, Confianza Wealth Management charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“Ongoing Financial Planning CWM collects an initial fee, no greater than $3,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Confianza Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears and range from $300 to $500.”
How Confianza Wealth Management’s fees compare
- Its flat or project fee of $3,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
About Confianza Wealth Management
“We offer investment management, financial planning, and retirement consulting services.”
- Principal: Garcia Jr
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $691,606
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330322
- Phone
- (773) 655-3650
Other planners in Vista that publish fees
- KRM Advisory ServicesVista$100-$500/hr
- Pax Horizon Wealth Management, LLCVista$250/hr, $2,000-$10,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.