Confide fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Hourly rates range from $200 per hour to $400 per hour based on staff expertise and planning complexity.”

Flat or project fee

$3,000⁠-⁠$6,000

“The total fee for a comprehensive financial plan typically ranges from $3,000 to $6,000 based on complexity.”

Monthly fee

$600/mo

“Although CONFIDE does not have a minimum investment portfolio requirement, we may implement a minimum annual fee of $7,200, paid monthly in arrears at the rate of $600 per month.”

Annual fee

$7,200/yr

From the same sentence as above.

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

How Confide bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by electronic funds transfer through AdvicePay.”
• “Accounts initiated or terminated during a billing cycle will be charged a prorated fee based on the amount of days in the month the accounts are under CONFIDE’s management.”
• “An account may be terminated with written notice at least 14 calendar days in advance.”

How Confide’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$6,000 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.
• Its annual fee of $7,200 is above the California median of $6,250. 52% of the 224 other California planners that publish an annual fee charge less.

About Confide

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

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

Minimum

$7,200 minimum fee (stated in brochure)

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$12,646,365

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326192

Website

confidefinancial.com (opens in new tab)

Phone

(805) 267-9540

Other planners in Thousand Oaks that publish fees

• Buff Your FinancesThousand Oaks$350/hr, $1,000⁠-⁠$10,000
• Carty Financial, Inc.Thousand Oaks$400/hr
• Cedarstone AdvisorsThousand Oaks$300⁠-⁠$500/hr
• De Groote Financial Group, LLCThousand Oaks$1,000/hr, $25,000
• Farrell Financial, Inc.Thousand Oaks$250⁠-⁠$350/hr, $6,450
• Gold Coast Securities, Inc.Thousand Oaks$50⁠-⁠$300/hr, $10,000

Compare all 17 planners in Thousand Oaks