Confidence Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$700/hr

“Generally, rates range from $2000 – $50,000 on a fixed fee basis, or from $350– $700 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the client’s agreement.”

Flat or project fee

$2,000⁠-⁠$50,000

From the same sentence as above.

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

How Confidence Wealth Management, Inc. bills

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

• “Fees may be negotiable under certain circumstances at the sole discretion of CWM.”
• “However, CWM has had different fee schedules in place in the past and our fees are negotiable at our discretion, which means not all CWM clients are paying the same fees.”
• “Should a client open an account with CWM during a quarter, the Firm’s investment supervisory fee will be prorated based on the number of days that the account was open during the quarter and the fee will be billed at the end of that quarter.”

How Confidence Wealth Management, Inc.’s fees compare

• Its hourly rate of $350-$700 is above the California median of $300. 93% of the 932 other California planners that publish an hourly rate charge less.
• 30 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$50,000 spans the California median of $5,000. 94% of the 796 other California planners that publish a flat or project fee charge less.
• 30 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About Confidence Wealth Management, Inc.

• Firm size: 19 employees.
• Registered as an adviser: 2021 (5 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

3% a year

Clients

737

Employees

19

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$454,060,520

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127383

Website

linkedin.com/company/confidence-wealth/mycompany (opens in new tab)

Phone

(310) 824-1000

Can advise clients in 14 states: Alaska, Alabama, Arizona, California, Colorado, Florida, Michigan, North Carolina, New Jersey, Nevada, Pennsylvania, Texas, Virginia, Washington

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

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