A complete list of active advisors currently associated with Candor Wealth Management, LLC

Warmer can help you find a great advisor at Candor Wealth Management, LLC or one who fits your needs even better.

Candor Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, overseeing approximately $86.8 million in discretionary assets across about 92 client relationships. The firm is a solo‑advisor independent practice and generally charges percentage‑of‑AUM fees while preparing individualized Investment Policy Statements to guide portfolio construction. Portfolios are built with an emphasis on individual equities but may also include mutual funds, ETFs, fixed income and insurance products, and the adviser tailors allocations to clients’ objectives and documented risk tolerances. The firm uses a range of strategies — including long‑term and short‑term trading, options, short sales, margin transactions, direct indexing and the availability of securities‑backed lines of credit (SBLOCs) — and typically seeks discretionary trading authority to implement those strategies. Distinctive aspects disclosed in the brochure include the principal’s role as a licensed insurance agent and the acceptance of commissions for insurance or annuity sales, a potential conflict of interest that the firm documents and addresses in client files. The firm also explicitly discloses its use of SBLOCs and attendant conflicts and risks, and notes use of AI tools for service delivery and transcription — features that are less commonly disclosed among comparable single‑advisor independent firms.

To learn more about the advisors currently working at Candor Wealth Management, 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
Markus Byrd	Dallas, TX	34

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