Candor Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000.”

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

How Candor Wealth Management, LLC bills

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

• “The advisory fee is payable on a monthly basis, in advance, and is calculated using the value of the assets in the Account on the last day of the previous month, adjusted for any contributions and withdrawals during that month.”
• “If a deferred fee remains uncollected for more than three consecutive months, CWML will invoice the client directly for the outstanding amount rather than continuing to defer collection.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Candor Wealth Management, LLC’s fees compare

• Its flat or project fee of $1,500-$15,000 spans the Texas median of $3,850. 77% of the 401 other Texas planners that publish a flat or project fee charge less.
• 35 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Candor Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

92

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$87,295,123

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329951

Website

candorwm.com (opens in new tab)

Phone

(214) 420-4233

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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