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They include 3,238 individual clients, 1,910 high-net-worth individuals, and 39 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Confluence Wealth Services offer?","answer":"Confluence Wealth Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Confluence Wealth Services use?","answer":"Confluence Wealth Services’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $6.1B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Confluence Wealth Services have?","answer":"Confluence Wealth Services has 40 investment adviser representatives registered with state securities authorities, out of 71 employees, and 39 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 35 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Confluence Wealth Services invest in?","answer":"At the end of its last fiscal year, Confluence Wealth Services’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 4% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Confluence Wealth Services?","answer":"Confluence Wealth Services is owned through a holding company by CFP Parent, Inc. and Gregory Weimer. Its direct owner is CFP Financial Holdco, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Confluence Wealth Services get paid?","answer":"Confluence Wealth Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Confluence Wealth Services registered with the SEC?","answer":"Yes, Confluence Wealth Services has been registered with the SEC as an investment adviser since 5 April 2021. 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