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Taulant Cela is a registered investment advisor at Wells Fargo Advisors, based in Summit, NJ, with 19 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1 Maple St, Summit, NJ, 07901
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Regulatory History (1)
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Customer Dispute
January 2026Pending
Employment History
Current Registrations
Wells Fargo Advisors
February 2022 - Present · 4 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - February 2022 · 9 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2022 · 9 yrs 4 mos
Chase Investment Services CORP.Broker
December 2011 - October 2012 · 10 mos
Chase Investment Services CORP.
December 2011 - October 2012 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - November 2011 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - November 2011 · 1 yr 8 mos
Summit Equities, INC.Broker
October 2007 - July 2009 · 1 yr 9 mos
AXA Advisors, LLCBroker
November 2002 - May 2003 · 6 mos
Morgan Stanley Dw INC.Broker
September 2001 - June 2002 · 9 mos
Solid Isg Capital Markets, LLCBroker
March 2001 - June 2001 · 3 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.