Business Details
16 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Founded in 2010, Cela Advisors operates as a fiduciary fee-only Registered Investment Adviser, prioritizing client interests through personalized financial strategies. Our team combines legal, tax, and investment expertise to deliver globally diversified portfolios, retirement roadmaps, and tax-efficient estate plans. With $178 million in assets under advisement and a 92 Net Promoter Score, we serve clients across the U.S. and internationally, emphasizing transparency, data-driven decisions, and community stewardship. Our Miami-based team includes JD, CPA, and CFP professionals who provide direct access to dedicated advisors, ensuring every recommendation aligns with individual goals and ethical standards. 
Services
Investment Management
Financial Planning
Estate Planning
Wealth Management
Portfolio Management
Details
- Year established: 2010
Highlights and features
- Fee-only, fiduciary guidance prioritizing client interests
- Globally diversified portfolios tailored to risk profiles
- Personalized financial roadmaps for retirement and life goals
- Transparent, conflict-free advice with no hidden fees
- Direct access to dedicated team of JD, CPA, and CFP professionals
Associations and certifications
- Registered Investment Adviser
What people say
Personalized attention
Transparent guidance
Expert team
Long-term security
Peace of mind
Services
Investment Management
Actively manage investments to maximize growth while minimizing risk through global diversification and market insights. Provide tailored portfolios aligned with client risk profiles, actively monitor trends, and offer transparent, commission-free advice. Utilize data-driven strategies to position clients for long-term financial success.
Financial Planning
Create personalized financial roadmaps aligned with life goals, from retirement to college savings. Simplify complex decisions with actionable guidance and advanced software for progress tracking. Deliver quarterly updates and customized plans that adapt to evolving client needs and market conditions.
Estate Planning
Design tax-efficient estate plans to protect wealth and ensure seamless asset transfer to loved ones. Coordinate with legal and tax professionals for comprehensive solutions that minimize tax implications. Provide peace of mind through legacy protection and documented wishes for family care.
People
Ana Cela Harris
Founder
JD and CFP with 30 years of legal and wealth management experience. Former estate-planning attorney who founded CELA Wealth and A2 Law. Fluent in Spanish, serves international clients, and supports Miami healthcare and education charities.
Carlos Hermida
Portfolio Manager
Portfolio Manager with 15 years of global market experience. Graduated in Accounting, Finance, and Economics from Florida International University. Oversees $175M investment program, designing diversified portfolios and translating market trends into actionable strategies.
Sol Villalobos
Advisor & Estate Planning Assistant
Advisor with a JD from University of Buenos Aires. Joined CELA Wealth and A2 Law in 2022 after nine years as a court clerk. Provides people-first estate planning assistance and fluency in Spanish for bilingual client support.
Questions
What services does CELA Wealth Management offer?
We specialize in investment management, financial planning, and estate planning, providing globally diversified portfolios, retirement roadmaps, and tax-efficient wealth transfer strategies tailored to individual goals.
Are you a fiduciary financial advisor?
Yes, we operate as a Registered Investment Adviser with fiduciary duty, legally obligated to act in clients' best interests without conflicts from commissions or third-party incentives.
How does CELA Wealth Management charge for services?
We use a transparent fee-only structure with no hidden fees, commissions, or conflicts of interest, ensuring all recommendations prioritize client financial objectives.
Do you work with international clients?
Yes, while based in Miami, our financial expertise serves clients across the United States and internationally, accommodating diverse residency and tax situations.
What investment approach does CELA use?
We employ data-driven diversification with globally diversified portfolios tailored to individual risk profiles, actively monitoring markets to position clients for long-term success.
