A complete list of active advisors currently associated with Candor Financial, LLC
Warmer can help you find a great advisor at Candor Financial, LLC or one who fits your needs even better.
Candor Financial provides comprehensive financial planning and ongoing investment management to individuals, small businesses, trusts and charitable organizations. The firm operates on a fee‑only basis and offers both standalone planning engagements and discretionary portfolio management. Investment strategies blend passive and active approaches grounded in Modern Portfolio Theory and macroeconomic analysis, employing ETFs and index funds alongside individual stocks, bonds and REITs to construct asset‑allocation driven portfolios. The adviser emphasizes an initial comprehensive planning review for new investment‑management clients and conducts periodic portfolio reviews and check‑ins tailored to client needs. As of December 31, 2025 the firm reported approximately $105,617,335 in discretionary assets spread across six client relationships, with about $104,914,085 attributed to high‑net‑worth individuals, indicating an unusually high level of asset concentration. The brochure discloses no disciplinary history, a written code of ethics, no outside compensation for recommendations, and reliance on a single custodian platform for trade execution, which together shape its operational and compliance profile relative to many peers.
To learn more about the advisors currently working at Candor Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Clara, CA
| 12
|
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