CEG Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CEG Wealth Partners, LLC is a newly formed, privately held advisory firm that works with individual clients at various life stages — from recent graduates and newlyweds to business owners, executives, and retirees. The firm provides financial planning, goal setting, coaching and investment recommendations, while expressly stating it will not take custody of client assets or exercise discretionary trading authority.
CEG’s investment approach emphasizes passive, buy-and-hold strategies built around low-cost, index-tracking ETFs, with portfolio tailoring for clients who want sector or thematic tilts and periodic rebalancing. The firm conducts quarterly reviews and also offers educational seminars and workshops for group instruction; it makes both asset-based and hourly advisory arrangements available.
A few operational features distinguish CEG from many peers: it charges asset-based fees while noting it will not actively manage or have discretionary control over client funds, and it offers an explicit hourly option for one-time or occasional engagements — practices that are less common among firms in this regulatory category. The founder’s separate, active real estate and golf ownership interests (managed through related LLCs) and the firm’s stated restriction against client participation in those ventures are additional noteworthy details.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$10,000 - $1,000,000: 2.00% $1,000,000 - $5,000,000: 1.50% $5,000,000+: 1.00%
$350.00 per hour, one hour minimum, non-negotiable
Main office
Wellington FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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