Colin Exelby
Colin Exelby is a CFP-designated registered investment advisor at Celestial Wealth Management, based in Towson, MD, with 25 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 86 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Celestial Wealth Management offers investment management through Strategic Wealth Management (SWM II) as a wrap fee program. The annual fee will not exceed 2.0% of the assets managed. The fee is negotiable and paid quarterly in advance. They also offer investment management through Guided Wealth Portfolios (GWP) with an LPL program fee of 0.35% and Celestial Wealth Management advisory fee of up to 1.00%, payable quarterly in advance.
Location
Towson, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colin is an independent insurance producer selling life insurance and fixed annuities. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Celestial Wealth Management
Previous Registrations
Armstrong Dixon
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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