C
Confidant Financial Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,044,942
Clients
81
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
81
Very HighAverage account size
$519,073
About
Confidant Financial Solutions serves individual clients, including both high-net-worth and other households, by providing discretionary asset management alongside modular financial and retirement planning. The firm supports planning with Money Guide Pro and typically implements ongoing portfolio management through accounts custodied at Schwab.
The firm constructs customized allocations from its model portfolios, relying primarily on nine ETFs chosen to reflect the nine Morningstar style boxes and weighted equally for core U.S. equity, with quarterly reviews for rebalancing. Confidant uses both fundamental and technical analysis, may actively trade (including holding positions under 30 days), and the brochure indicates it can implement leveraged or derivative exposures within separately managed accounts as part of its strategies.
A distinguishing aspect of the firm is its implementation of derivative or leveraged ETF exposures in managed accounts, which departs from the practices of many independent peers. The brochure also discloses the principal’s role as a licensed insurance agent (with related commission arrangements disclosed to clients) and notes the firm’s use of service providers that incorporate artificial intelligence, for which it performs periodic due diligence.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
General estate planning guidance
Fee options
$0 - $99,999: 2.00% annually $100,000 - $500,000: 1.50% annually $500,001+: 1.00% annually
$200 per hour, negotiable
Main office location
Confidant Financial Solutions, LLC
Johns Creek GA, United States
Number of offices
1
Most active in
Confidant Financial Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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:
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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.
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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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