Canela Wealth LLC
Riverside, Illinois
Canela Wealth LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $3,600 a year, below the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Riverside, Illinois |
|---|---|
| Website | canelawealth.com |
| [email protected] | |
| Phone | (312) 298-9907 |
Questions about Canela Wealth LLC
How much does Canela Wealth LLC charge?
Canela Wealth LLC publishes these prices: ongoing planning: from $3,600 a year; one-time plan: from $2,500. We found this on its website, checked October 28, 2026.
How is Canela Wealth LLC paid?
Canela Wealth LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Canela Wealth LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Canela Wealth LLC.
What does Canela Wealth LLC specialize in?
Canela Wealth LLC's advisors and website list tax planning and flat-fee planning.
Is Canela Wealth LLC accepting new clients?
Yes, according to Canela Wealth LLC's website, checked October 28, 2026.
Canela Wealth LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $2,500 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Annual Cost starts at $3,600 for individuals and $5,400 for couples" source
"One-Time Financial Plan fees start at $2,500 for individuals and $4,000 for couples" source
"One-Time Financial Plan fees start at $2,500 for individuals and $4,000 for couples" source
"Ongoing fees are billed monthly or quarterly in arrears." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 331748 |
Advisors at this firm (1)
Other fee-only firms in Illinois
- Capstone Financial Advisors · Downers Grove
- Cardenas Asset Management · Chicago
- Casey Wealth Management · Orland Park
- Cedar Capital Advisors · Glen Ellyn
- Checkpoint Financial Planning · Highland Park
- Chesley, Taft & Associates · Chicago
- Chicago Capital · Chicago
- Chicago Wealth Management · Chicago