Candor Wealth Management, LLC

Overview

Candor Wealth Management, LLC is an independent, owner-operated RIA structured as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services tailored to individuals and small businesses, charging a mix of asset-based fees and fixed fees. FINTRX flags the firm as not being an active ESG investor, not multi-state, and not a capital allocator; it also notes an affiliation with an insurance company. Candor’s practice appears compact and concentrated: the business classification and service set emphasize advice and portfolio construction rather than institutional or pension consulting. Reporting indicates the adviser is not newly formed and does not act as a related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives