Carlos Hermida
Cela Wealth Management · Miami, Florida
Carlos Hermida is a fee-only financial advisor at Cela Wealth Management in Miami, Florida. 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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 6185624 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.celawealth.com |
How Carlos'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 Carlos
Is Carlos Hermida a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos 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 Carlos charge for financial advice?
Carlos's firm, Cela Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carlos Hermida based?
Carlos Hermida is based in Miami, Florida.
Is Carlos Hermida registered with the SEC?
Yes. Carlos Hermida is registered as an investment adviser representative in FL and TX (CRD 6185624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cela Wealth Management manage?
Cela Wealth Management reports $65.0M across 171 accounts in assets under management.
How do I contact Carlos Hermida?
Through Carlos'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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