Advisor at Cela Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cela Wealth Management
Location
Miami, FL 33156
Credentials
Series 65
Industry experience
3 years
Sol Villalobos is a financial advisor at Cela Wealth Management in Miami, FL, holding a Series 65 designation with three years of industry experience. He has a background in legal work, currently serving as a legal assistant at A2 Law Office, P.A., where he drafts trusts and wills. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, focusing on clients with substantial household investable assets. The firm uses a data-driven investment process that combines fundamental and technical analysis and employs a core-and-satellite portfolio allocation with low-cost index funds and ETFs.
Based on Cela Wealth Management
Based on Cela Wealth Management
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually
Account minimum: $750,000 Fee-only: Negotiable fixed annual fee for advice on held-away accounts without managed assets; Fixed fee for financial planning services ranging generally from $2,500 to $12,000; On-going financial planning paid quarterly in advance.
8950 Sw 74 Th Court, Suite 2213
Miami, FL 33156
Florida · Texas
A2 Law Office, P.A.
2022 - Present (4 years)
Cela Advisors
2022 - Present (4 years)
NONE
2021 - 2022 (1 year)
Sol Villalobos
2018 - 2021 (3 years)
Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Miami Beach, FL
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