Ana Harris
Cela Wealth Management · Miami, Florida
Ana Harris is a fee-only financial advisor at Cela Wealth Management in Miami, Florida, who holds the CFP credential. Cela Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cela Wealth Management |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $65.0M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5591551 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.celawealth.com |
How Ana's firm compares
- Cela Wealth Management's average account is about $380,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Ana
Is Ana Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ana holds no broker registration, and Cela Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ana charge for financial advice?
Ana's firm, Cela Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ana Harris based?
Ana Harris is based in Miami, Florida.
What credentials does Ana Harris hold?
Ana Harris holds the CFP credential.
Is Ana Harris registered with the SEC?
Yes. Ana Harris is registered as an investment adviser representative in FL and TX (CRD 5591551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cela Wealth Management manage?
Cela Wealth Management reports $65.0M across 171 accounts in assets under management.
How do I contact Ana Harris?
Through Ana's website, www.celawealth.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
- 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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