Candace Shira Associates, LLC fees and pricing
Financial planner in Pittsford, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 7, 2026, Candace Shira Associates, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The hourly base fee is currently $350/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Candace Shira Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts managed by CSI, investment management fees are based on the schedule below and charged quarterly in arrears.”
- “The Firm will send invoices to Clients on a quarterly basis.”
- “The Client will be notified of the fee via an invoice that will be sent to the Client for accounts under management of the Advisor prior to such a fee being deducted from the accounts.”
How Candace Shira Associates, LLC’s fees compare
- Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Pittsford that publish an hourly rate charge less.
About Candace Shira Associates, LLC
“Some of the areas that we may focus on are cash flow, retirement goals, asset allocation, estate goals, or education analysis, as well as budgeting reviews.”
- Firm size: 4 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Clients
- 431
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $443,496,840
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165984
- Phone
- (585) 249-1550
Can advise clients in 10 states: Arizona, Connecticut, Florida, North Carolina, New Hampshire, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Pittsford that publish fees
- GPS Financial, LLCPittsford$300/hr, $300
- Hamewith WealthPittsford$3,000-$10,000/yr
- Labounty Financial PlanningPittsford$2,500-$10,000, $6,500-$15,000/yr
- Mark Andrew PaganelliPittsford$150-$300/hr
- Occam Capital Management, LLCPittsford$200/hr
- Professional FinancialPittsford$600/hr, $1,250/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.