Candent Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“You will be billed in 15-minute increments at a rate of $500 per hour.”

Flat or project fee

$3,800⁠-⁠$10,000

“The fee for creating a financial plan will range from $3,800 to $10,000 in most engagements and higher for more complex situations.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Candent Capital, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable at the sole discretion of Candent.”
• “We bill quarterly in advance for ongoing wealth management.”
• “Quarterly fees are prorated for your contributions and withdrawals during the quarter and the number of days in the billing period.”

How Candent Capital, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 29 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $3,800-$10,000 spans the California median of $5,000. 69% of the 796 other California planners that publish a flat or project fee charge less.
• 18 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Candent Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2012 (14 years).

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

3% a year

Minimum

$1,200 minimum fee (stated in brochure)

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$19,906,477

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165454

Website

candentcap.com (opens in new tab)

Phone

(415) 742-1681

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco