Candace Lee
Glassman Wealth · Vienna, Virginia
Candace Lee is a fee-only financial advisor at Glassman Wealth in Vienna, Virginia, who holds the CFP credential. Candace focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, TX, VA · CRD 6572714 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about Candace
Is Candace Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Candace holds no broker registration, and Glassman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Candace charge for financial advice?
Candace's firm, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Candace charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Candace Lee based?
Candace Lee is based in Vienna, Virginia.
What does Candace specialize in?
Candace's specialties include retirement planning, estate & legacy planning and tax planning. Candace works with retirees.
What credentials does Candace Lee hold?
Candace Lee holds the CFP credential.
Is Candace Lee registered with the SEC?
Yes. Candace Lee is registered as an investment adviser representative in DC, MD, TX and VA (CRD 6572714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Candace Lee?
Through Candace's website, www.glassmanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Glassman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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