CANDELA FINANCIAL

RIASEC Registered

Total AUM

$20.9K

Discretionary

$20.9K

100% of AUM

Avg account

$5.2K

Accounts

Employees

Advisory reps

Firm details

Headquarters: TOLEDO, Ohio
CRD number: 335785
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Candela Financial is structured as a single-owner limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it also offers selection-of-advisers services and educational seminars or workshops. Fee arrangements are flexible: the firm can charge based on a percentage of assets under management, hourly fees, or fixed fees. The adviser does not identify as an active ESG investor and reports operations confined to a single state. The firm is listed as a capital allocator, though its disclosed asset mix is concentrated and small in scale.