Candela Financial

Overview

Candela Financial operates as a single-owner limited liability company that is registered as an independent Registered Investment Adviser. The firm serves individual and family clients and provides a mix of fee arrangements: a percentage-of-assets model alongside hourly and fixed-fee engagements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm is marked as a capital allocator on its profile but does not describe ESG investing activity and is not listed as a multi-state adviser or a pension consultant. Candela Financial is not identified as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives