Advisor at Wealth Ease Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Ease Wealth Management
Location
Marshall, MI 49068
Credentials
Series 65
Industry experience
< 1 year
Todd Candelaria is a financial advisor at Wealth Ease Wealth Management LLC with a Series 65 designation. He has experience in accounting and tax services as the owner of a CPA firm and has held roles at several firms including Plante Moran and Michael F McLain CPA. Todd has been with Wealth Ease Wealth Management since 2026. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans. The firm employs a variety of investment strategies and coordinates estate-planning and income-tax planning services through unaffiliated professionals and a licensed third-party platform.
Based on Wealth Ease Wealth Management
One-time estate planning coordination fee negotiable, example $2,000; financial planning fixed fees $500–$15,000
$0+: Negotiable up to 2.00% annually, typically ranging from 1.00% to 1.50% depending on services $0+: Up to 1.00% annually for pension consulting
$250 per hour for financial planning and consulting
Minimum fee: $500 minimum annual fee for portfolio management Fee-only: Financial planning fixed fees between $500 and $15,000; hourly fee $250/hour
1106 S Kalamazoo Ave
Marshall, MI 49068
Michigan
Wealth Ease Wealth Management LLC
2026 - Present (1 year)
Todd D Candelaria CPA LLC
2025 - Present (1 year)
Michael F McLain CPA
2024 - 2025 (1 year)
Novo Distribution
2021 - 2023 (2 years)
Plante Moran
2019 - 2021 (2 years)
Douglas A McDonald CPA
2018 - 2019 (1 year)
Mennas Joint
2018 - 2018 (1 year)
Student
2018 - 2018 (1 year)
Plante Moran
2018 - 2018 (1 year)
Mennas Joint
2017 - 2017 (1 year)
Consolidated Electrical Distributors
2017 - 2017 (1 year)
Central Michigan University
2017 - 2017 (1 year)
Student
2016 - 2017 (1 year)
Consolidated Electrical Distributors
2016 - 2016 (1 year)
Menards Inc
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Series 65
Marshall, MI
Miller Financial Services LLC
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
CFP®, Series 63, Series 65
Battle Creek, MI
Fourstar Wealth Advisors, LLC
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