Confidant Financial Solutions, LLC

Overview

Confidant Financial Solutions, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm is owned by an individual and operates with a fee model that combines a percentage of assets under management and hourly planning charges. Its advisory activity centers on personalized planning and managing portfolios rather than operating as a capital allocator or running pooled funds. Investment activity shows a clear tilt toward publicly traded equities as the primary building block for client portfolios. The firm manages portfolios on a discretionary basis and appears to implement equity exposure mainly through exchange-traded vehicles and individual stocks, supported by mutual funds where appropriate. Confidant Financial Solutions is not marketed as an ESG-focused or multi-state adviser and does not describe itself as a pension consultant or related-adviser entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices