Firm
Celaya Wealth Management
Miami, Florida
Fee-only
Celaya Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 57 individual clients.
- Its average account is about $228,000 (assets it manages divided by its 144 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Miami, Florida |
|---|---|
| Website | celayawealth.com |
| [email protected] | |
| Phone | (305) 560-4434 |
Celaya Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $650 |
|---|---|
| Asset-based fee | 1.45% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee |
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 57 |
| Accounts managed | 144 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 172948 |