Confiance Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,300,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high‑net‑worth individuals, and constructs portfolios using diversified mutual funds, ETFs and, when appropriate, individual securities. The firm also offers stand‑alone and ongoing financial planning across tiered service levels.
Investment decisions are grounded in fundamental analysis with a primarily long‑term orientation, while retaining flexibility to rebalance or use shorter‑term trades to meet client objectives or manage risk. The advisor may implement portions of client portfolios through unaffiliated independent managers accessed via an institutional model marketplace and performs initial and ongoing oversight of those managers.
Distinctive for a small, recently formed advisor, the firm discloses that it serves high‑net‑worth clients, offers hourly financial planning engagements in addition to its asset‑based and recurring planning arrangements, and selects third‑party advisers to execute model strategies. The firm also maintains an institutional relationship with a custody/platform provider that supplies software and operational support and discloses a principal’s concurrent executive role at a technology/back‑office provider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
Fixed fees for ongoing financial planning services: $200-$300/month (Tier 1), $750-$1,500/quarter (Tier 2), $1,500-$2,500/quarter (Tier 3)
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 per hour for stand-alone financial planning services
Ongoing financial planning fees charged monthly ($200-$300) or quarterly ($750-$2,500) based on service tier
Account minimum: $250,000 Minimum fee: Minimum annual fee of $5,000 Fee-only: Wealth management fees and financial planning fees; no commissions
Main office location
Confiance Financial LLC
New Hill NC, United States
Number of offices
1
Most active in
Confiance Financial LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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