# Confide

> Confide is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 326192
- Filed as: CONFIDE
- Legal name: Confide Financial Planning & Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326192
- AdvisorCensus page: https://advisorcensus.com/firm/confide-326192

## Quick answers

**How is Confide compensated?**
On its Form ADV (Item 5.E, October 2026), Confide reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Confide registered with the SEC or a state?**
Confide is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326192.

**How much does Confide manage?**
Confide reports $12,646,365 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Confide serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Confide report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326192

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,646,365
- Discretionary: $12,646,365
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,618,735 |
| High net worth individuals | Fewer than 5 | $8,027,630 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- confidefinancial.com
- LinkedIn @confidefinancial
- LinkedIn @kristinjshort

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Confide (CRD 326192): Form ADV filing data as of October 2026.