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Confidant Financial Solutions, LLC (Johns Creek)


Confidant Financial Solutions, LLC is an adviser based in Johns Creek. It manages $15.05 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Georgia and New York.




Confidant Financial Solutions provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Confidant Financial Solutions: assets under management

The assets under management (AUM) of Confidant Financial Solutions, LLC is $15.05 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.1 million in discretionary accounts and $950 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $950 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Confidant Financial Solutions, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Johns Creek

The principal office where Confidant Financial Solutions, LLC performs its advisory services is located at 10345 Oxford Mill Circle, Johns Creek, GA 30022 7185, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-983-5883. The normal business hours are 9 a.m. to 5 p.m. on Other.


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