Candor Strategic Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Candor Strategic Partners LLC is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management to family offices, corporations, and other pooled or institutional clients, and also offers comprehensive financial planning, ongoing plan support, and standalone planning engagements. The firm implements diversified portfolios using mutual funds, exchange-traded funds, and outside managers while providing periodic reviews and client reporting.
The firm constructs tailored target asset allocations informed by Modern Portfolio Theory and uses a mix of fundamental, technical, cyclical, and charting analysis to select investments across growth, balanced, income, and aggressive-growth strategies. Portfolio supervision is continuous with at least quarterly reviews, and trade execution and custody are facilitated through an institutional platform relationship.
Distinctive features include a principal who is also licensed to offer insurance products, reflecting an insurance-affiliated element that is uncommon among peers, and the availability of hourly financial-planning engagements as an alternative to asset-based management. The firm is newly formed and disclosed the principal’s separate business interests, including passive ownership stakes in state-licensed cannabis ventures and related companies, which the firm identifies in its disclosure documents.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Debt management
Cash flow / budgeting
Retirement income strategy
Fee options
Financial Planning fees offered as fixed fees, example: $3,000 one-time for Financial Plan
$0 - $999,999.99: 1.50% per annum $1,000,000.00 - $1,999,999.99: 1.25% per annum $2,000,000.00 - $4,999,999.99: 1.00% per annum $5,000,000.00+: 0.75% per annum
$350 per hour with a 2-hour minimum for Financial Planning services, billed in 15-minute increments
Account minimum: $250,000 Fee-only: Financial Planning fees are negotiable fixed fees, e.g., $3,000 one-time for Financial Plan, $500 per quarter for Ongoing Financial Planning, $350 per hour for Hourly Planning with 2-hour minimum
Main office location
Candor Strategic Partners LLC
401 Nw 1 St Ave, #202
Ft Lauderdale FL 33301, United States
Number of offices
1
Most active in
Candor Strategic Partners LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")