Ana Harris is a CFP-designated registered investment advisor at Cela Wealth Management, based in Miami, FL, with 17 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 87 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on the advisor, client type, portfolio complexity, and asset composition. Financial planning is included at no extra charge for accounts over $1 million.
Fee Estimator
Location
8950 SW 74th Court, Suite 2213, Miami, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ana is an attorney-at-law and sole proprietor, practicing law from home and another office location. This activity is not investment-related and takes a significant amount of Ana's time.
Employment History
Current Registrations
Cela Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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