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CFP
CE
CFP

Colin Exelby

Celestial Wealth Management
26 Years of Experience
Towson, MD
Sells Insurance
View SEC Summary
View SEC Summary

Colin Exelby is a CFP-designated registered investment advisor at Celestial Wealth Management, based in Towson, MD, with 26 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 87 clients with $76M in assets under management.

Celestial Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
87 clients
Average Client Portfolio
$879K average
Assets Under Management
$76.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee will not exceed 2.0% and is negotiable based on asset amount, engagement complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Towson, MD

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History

Regulatory History
Clean regulatory record

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.

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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
October 2020 - Present · 6 yrs
Previous Registrations
Armstrong Dixon
March 2015 - January 2021 · 5 yrs 10 mos
LPL Financial LLCBroker
September 2009 - December 2020 · 11 yrs 3 mos
LPL Financial LLC
September 2009 - September 2016 · 7 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2001 - April 2007 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
August 2000 - April 2007 · 6 yrs 8 mos
State Registrations2 states
MDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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