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.
- Cela Advisors is a fee-based financial planning and investment management firm. We do not receive commissions from the sale of products, nor do we receive transaction-based compensation. Our advice is completely independent and unbiased. Since we have no proprietary products to sell, our interests are more in line with yours.
- 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 each individual situation and help you determine what path is necessary to accomplish your financial goals and objectives. These strategies are tailor made specifically for each client.
- Knowledge is one of the keys to your success. A basic education in investments, taxes, retirement, and estate planning is your best protection. We will walk you through all documents and inform you of all the facts to help you reach a sensible educated 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.