Candor Financial, LLC fees
Financial planner in Santa Clara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Candor Financial, LLC (Santa Clara, CA) charges $150 an hour and a flat or project fee of $1,050-$1,800 for financial planning.
- Website: candorfinancialllc.com (opens in new tab)
- Call (678) 559-8901
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the California median of $300; 3% of the 524 other planners in California that publish an hourly rate charge less.
“Comprehensive financial planning is an hourly fee service at $150 per hour.”
- Flat or project fee
- $1,050-
$1,800 Below the California median of $5,000; 9% of the 390 other planners in California that publish a flat or project fee charge less.
“As a reference point, average fee for Comprehensive Financial Planning ranges $1,050 to $1,800 for 7 to 12 hours.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2010 (16 years)
How Candor Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be billed and payable at the end of the session.”
- “Fees are billed in thirty (30) minutes increments, and the total number of hours required would depend on the complexity of the case.”
- “For the retirement accounts, the fee is calculated quarterly as well but invoiced annually.”
About Candor Financial, LLC
“Our focus is to assist individuals and small businesses to achieve their financial goals, through comprehensive financial planning and investment management services.”
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $106 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 155632 (opens in new tab)
- Phone
- (678) 559-8901
Registered in 2 states: California, Georgia
Other planners in Santa Clara that publish fees
- Edelman Financial EnginesSanta ClaraFlat up to $10,000
More planners in California that publish fees
- Fiduciary Financial Group, LLCSan RafaelAnnual $7,200-$100,000/yr
- Heritage Wealth Management, Inc.San DiegoFlat $1,500-$25,000
- Wealth Being Advisors LLCHermosa BeachHourly $275/hr, Flat $500-$6,000
- Bull Oak Capital, LLCRancho Santa FeAnnual $15,500/yr
- Redwood Grove Wealth ManagementSan RafaelFlat $4,000-$5,000
- Redwood MoneySan JoseHourly $450/hr, Flat $6,000-$12,000
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.