Candor Asset Advisors, LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 18, 2026, Candor Asset Advisors, LLC charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Candor Asset Advisors® ADV Part 2A Page 15 of 34 © 2010 – 2026 Red Oak Compliance Solutions LLC For clients who seek financial planning or consulting services and have assets under management under $300,000, we typically charge an hourly fee of $275 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Candor Asset Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “Fees for these non-discretionary accounts are charged quarterly, in arrears and based on the quarterly ending balance for the preceding quarter.”
- “All payments are due within 30 days of invoice.”
How Candor Asset Advisors, LLC’s fees compare
- Its hourly rate of $275 matches the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
- 22 of the 57 other planners in Austin that publish an hourly rate charge less.
About Candor Asset Advisors, LLC
“We provide various asset management and financial planning services. We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $200,000 in assets (stated in brochure)
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $15,824,702
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284978
- Phone
- (512) 522-8501
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.