Celia Mann Baehr, CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Fee options
$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%
$125 per hour
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")