C

Celia Mann Baehr, CFP

Updated today

Total assets under management

$44,798,739

Total clients

38

47% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

38

Average account size

$1,178,914

About

The firm provides ongoing investment advisory and portfolio management services to individual investors and small businesses, offering managed accounts and financial planning services such as retirement, estate, risk management, and general investment planning. Like many independent advisers, it charges advisory fees based on a percentage of assets under management and works with clients under discretionary and non‑discretionary arrangements.

The firm’s investment approach is tailored to client objectives and risk tolerance, using asset allocation as a core tool and incorporating techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases as appropriate. Accounts are monitored and reviewed on a regular basis, with client risk profiles updated and portfolios adjusted to align with stated goals.

Notable distinctions include the firm’s principal holding an insurance license and occasionally offering commissionable insurance products, a relationship the brochure highlights as a potential conflict of interest that is disclosed to clients and represents roughly 5% of the principal’s time. The firm also manages roughly $44.8 million across a small number of client relationships—resulting in a comparatively large average account size for a single‑advisor practice—and the principal allocates a substantial portion of time to a community nonprofit leadership role, which the brochure identifies as part of the adviser’s professional commitments.

Client services

Financial planning Portfolio management Retirement planning

Expertise

Annuities

Fee options

Percentage

$0 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%

Project-based

$125 per hour

Other

Account minimum: $100,000

Main office location

Celia Mann Baehr, CFP

2866 Dauphin Street, Suite R

Mobile AL 36606, United States

Number of offices

1

Most active in

Alabama

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")