Cela Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$12,000

“The minimum fixed fee is generally $2,500 and the maximum fixed fee is generally no more than $12,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cela Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients receive a quarterly invoice advising of the fees deducted from their account, in addition to having the fee listed on their monthly statement.”
• “This means that the assets in the client’s account will be billed at different levels according to the fee schedule above.”
• “Such annual fees may be paid monthly or quarterly, in arrears, as set forth in the Investment Advisory Agreement.”

How Cela Wealth Management’s fees compare

• Its flat or project fee of $2,500-$12,000 spans the Florida median of $4,900. 70% of the 320 other Florida planners that publish a flat or project fee charge less.
• 9 of the 14 other planners in Miami that publish a flat or project fee charge less.

About Cela Wealth Management

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

83

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$65,010,228

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148040

Website

celawealth.com (opens in new tab)

Phone

(305) 667-8123

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Clout CapitalMiami$50,000

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