Candor Strategic Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The hourly rate is $350.00 per hour with a 2-hour minimum that will be billed in 15-minute increments, and a partial increment will be treated as a whole increment.”

Flat or project fee

$3,000

“Financial Plan, Ongoing Financial Planning, and Hourly Planning Fee Table Plan Type Financial Plan Ongoing Financial Planning Hourly Planning Plan Fee $3,000 one-time $500 per quarter $350 per hour General Information In performing our services, Candor Strategic Partners LLC shall not be required to verify any…”

Quarterly fee

$500/qtr

From the same sentence as above.

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

How Candor Strategic Partners LLC bills

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

• “The annual fees are negotiable and are paid in advance on a quarterly basis.”
• “Please see the “Termination of the Advisory Relationship” section below for details of the refund method.”
• “Financial Plan Fee Financial Planning fees are negotiable and are determined based on the complexity and scope of services to be performed.”

How Candor Strategic Partners LLC’s fees compare

• Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.

About Candor Strategic Partners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• College planning
• Business owners
• 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

1.5% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334832

Website

candorfinancial.io (opens in new tab)

Phone

(305) 989-2173

Other planners in Ft Lauderdale that publish fees

• Associated Investor Services, Inc.Ft. Lauderdale$400/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600

Compare all 944 planners in Florida