Carlos Celaya
Celaya Wealth Management · Miami, Florida
Carlos Celaya is a fee-only financial advisor at Celaya Wealth Management in Miami, Florida, who holds the CFP credential. Carlos charges a percentage of assets and a flat fee or retainer (one-time plans from $650 and 1.45% a year on the first tier of assets managed).
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Facts
| Firm | Celaya Wealth Management |
|---|---|
| Based in | Miami, Florida |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $650 · 1.45% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $32.9M across 144 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5794144 |
| Exams passed | Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.celayawealth.com |
How Carlos's firm compares
- A one-time plan starts at $650, below the Florida median of $2,500 for fee-only firms that publish prices.
- Celaya Wealth Management's average account is about $228,000, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Carlos
Is Carlos Celaya a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Celaya Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlos charge for financial advice?
Carlos charges a percentage of assets and a flat fee or retainer.
How much does Carlos charge?
According to Celaya Wealth Management's website, checked October 30, 2026: one-time plans from $650; 1.45% a year on the first tier of assets managed.
Where is Carlos Celaya based?
Carlos Celaya is based in Miami, Florida.
What credentials does Carlos Celaya hold?
Carlos Celaya holds the CFP credential.
Is Carlos Celaya registered with the SEC?
Yes. Carlos Celaya is registered as an investment adviser representative in FL (CRD 5794144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Celaya Wealth Management manage?
Celaya Wealth Management reports $32.9M across 144 accounts in assets under management.
How do I contact Carlos Celaya?
Through Carlos's website, www.celayawealth.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
- Celaya Wealth Management 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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