Carlos Celaya
Carlos Celaya is a CFP-designated registered investment advisor at Celaya Wealth Management, based in Miami, FL, with 15 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 59 clients with $25M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Miami, FL
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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 ActivitiesSells Insurance
Carlos has an active life and health insurance license, dedicating about 10-20% of his time to assisting clients with life, disability, and annuity insurance. He also has an active real estate license since 2004, spending minimal time on real estate activities.
Employment History
Current Registrations
Celaya Wealth Management
Previous Registrations
Ingham Retirement Group
State Registrations1 state
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