# Jesse Celeste

> Jesse Celeste is a fee-only financial advisor at Artistic Wealth in Red Bank, New Jersey. Jesse charges a percentage of assets, a flat fee or retainer, hourly fees and a subscription and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/jesse-celeste/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Artistic Wealth
- **Based in:** Red Bank, New Jersey
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Subscription
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** Under $25M
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Real estate investors, Sustainable & impact investing, Pension planning, Tax planning
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Founders, Executives, Pre-retirees, Retirees, Early-career professionals, Multi-generational families, Real estate investors, Divorced individuals
- **CRD:** 7026139 (https://adviserinfo.sec.gov/individual/summary/7026139)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2018), Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** artisticwealth.co

## About

Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom-tailored planning and a fiduciary wealth partner who listens and acts in the best interests of the client. Using personalized strategies, we help our clients achieve their goals. We avoid cookie-cutter plans and provide value through a highly individualized approach.

Endowments

We assist endowments by utilizing advanced planning to help you meet your obligations, maintain a clear investment policy statement, and benefit from direct access to a fiduciary wealth partner who is a Certified Investment Management Analyst® (CIMA®) professional.

Retirees & Pre-Retirees

Our team includes a Certified Retirement Planning Counselor® (CRPC®) professional with extensive experience in retirement income planning, long- and short-term tax-reduction strategies such as minimizing RMDs, and estate planning designed to help position assets outside your taxable estate. We provide a dedicated, one-on-one planning experience.

Entrepreneurs

We assist entrepreneurs in optimizing taxes and cash flow. We help you implement advanced IRS-compliant tax strategies that reduce long-term liabilities while maximizing flexibility and supporting business growth.

Athletes & Entertainers

We assist athletes and entertainers and have a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) professional on our team. We support the unique needs of high-income individuals, including estate-tax mitigation, AMT and SALT considerations, state-of-domicile planning, non-commissioned insurance guidance, and optimized cash-flow and business-structure planning.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements.

## Frequently asked questions

### Is Jesse Celeste a fee-only financial advisor?

Yes. Jesse Celeste is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jesse's firm.

### How does Jesse charge for financial advice?

Jesse charges a percentage of assets, a flat fee or retainer, hourly fees and a subscription.

### Where is Jesse Celeste based?

Jesse Celeste is based in Red Bank, New Jersey.

### What does Jesse specialize in?

Jesse's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, real estate investors and sustainable & impact investing. Jesse works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), founders and executives.

### Is Jesse Celeste registered with the SEC?

Yes. Jesse Celeste is registered as an investment adviser representative in NJ (CRD 7026139), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Artistic Wealth manage?

Artistic Wealth reports Under $25M in assets under management.

### How do I contact Jesse Celeste?

Through Jesse's website, artisticwealth.co.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.artisticwealth.co/): specialties, clients served, and fees, checked October 28, 2026

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