CELA ADVISORS, LLC is an independent
Registered Investment Advisor and consulting firm.
It’s our hope that every client who utilizes our service obtains a better understanding of the complexities of their investment decisions so that they feel confident and secure about the state of their business and financial matters, whether we manage their assets or they choose to manage their own. Our goal is to provide our clients with unbiased, experienced guidance, for a better awareness and an unmatched education in all of their investment and business decisions.
- We are a fee-based planning firm. We do not receive commissions from the sale of products, nor do we receive transaction-based compensation. We have no proprietary products to sell. Thus, our interests are aligned with yours, and our advice is completely independent and unbiased.
- Our fees for managed accounts are based on a percentage of the assets under management, and our fees for consultative advice is based on a per-project fee or monthly retainer.
- We adhere to the strict ethical code of conduct, fiduciary principals and ongoing professional education requirements of the Certified Financial Planner (CFP)® designation and the Florida Bar.
- We listen carefully to your personal values to help you determine if the financial decisions that you make are designed to achieve what you want them or need them to do. A basic education in investments, taxes, and estate planning, is your best protection. We read the fine print and help you understand “what’s in it” for the other person. We will inform you of all of the facts and help you to reach a sensible decision.
- We advise professionals, high net worth individuals, and business owners on ways to preserve and protect their assets, and plan for succession of ownership and control of family businesses. We advise on business structures, control techniques, and incentive compensation programs for both family and non family members of management. We assist clients with the beneficiary and distribution decisions under qualified plans and IRAs.