# Candace Swayne

> Candace Swayne is a fee-only financial advisor at WMS Wealth Management in Mukilteo, Washington. WMS Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/candace-swayne/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WMS Wealth Management
- **Based in:** Mukilteo, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $46.8M across 136 accounts
- **CRD:** 4272082 (https://adviserinfo.sec.gov/individual/summary/4272082)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Candace Swayne a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Candace holds no broker registration, and WMS Wealth Management 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, WMS Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Candace Swayne based?

Candace Swayne is based in Mukilteo, Washington.

### Is Candace Swayne registered with the SEC?

Yes. Candace Swayne is registered as an investment adviser representative in WA (CRD 4272082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WMS Wealth Management manage?

WMS Wealth Management reports $46.8M across 136 accounts in assets under management.

### How do I contact Candace Swayne?

Contact details aren't on file yet. Search for WMS Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4272082): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.