A complete list of active advisors currently associated with Canela Wealth LLC
Warmer can help you find a great advisor at Canela Wealth LLC or one who fits your needs even better.
The firm provides fee-only financial planning and educational services to individuals (including non‑high‑net‑worth clients), high‑net‑worth individuals, and businesses through ongoing, one‑time, and hourly engagements. It delivers written financial plans and recommendations but does not provide investment management or accept custody of client assets. Canela Wealth tailors advice to clients’ risk tolerance, time horizon, and goals, using tools such as modern portfolio theory and fundamental, technical, and cyclical analysis; it may also incorporate passive and socially responsible investment options when making recommendations. Clients are expected to implement investment recommendations through custodians or brokers of their choosing, while the firm provides monitoring and updates for ongoing planning engagements. Noteworthy for a firm in this category, Canela Wealth offers paid educational seminars and speaking engagements and the principal operates a separate entity providing general financial education—features that are uncommon among peers. The firm also offers hourly project‑based planning and uses fixed recurring and project fees rather than percentage‑of‑assets charges, and it limits advance billing practices as part of its fee transparency.
To learn more about the advisors currently working at Canela Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Riverside, IL
| 4
|
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