Canela Wealth is a fee-only firm that offers financial planning services. Canela Wealth provides financial planning on an ongoing basis or as a one-time project. Canela Wealth may recommend third-party professionals such as attorneys, accountants, or insurance agents, but clients are not obligated to use them. Canela Wealth does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Canela Wealth offers ongoing financial planning for a monthly fee ranging from $300 to $600, paid in arrears. There is also an initial fee ranging from $1,000 to $3,000 to cover data collection and onboarding.
- One-Time Financial Plan — Fixed fee ranging from $2,000 to $5,000, depending on the scope and complexity of the client's situation.
- Hourly Financial Planning — $250 per hour.
Annual Retainer:$3,600 - $7,200/year
One-Time Plan:$2,000 - $5,000
Hourly Rate:$250/hr
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