Advisor at Celestial 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
Celestial Wealth Management
Location
Towson, MD
Credentials
CFP®, Series 66
Industry experience
25 years
Colin Exelby is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Celestial Wealth Management in Towson, MD. His prior experience includes roles at Armstrong Dixon and LPL Financial. He is also an independent insurance producer specializing in life insurance and fixed annuities. Celestial Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and employee benefit plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios and manages a wrap fee program on LPL’s platform, in addition to offering pension consulting and participant education.
Based on Celestial Wealth Management
Based on Celestial Wealth Management
Financial planning fixed fees range from $100 to $50,000 (negotiable). Educational virtual seminars charged flat fees varying by content and length.
Up to 2.0% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
YouTube Supporter Membership: $2.99/month; Elite Membership: $9.99/month; Digital Financial Educational Course: $597 one-time purchase.
Account minimum: $250,000
Towson, MD
Maryland · Texas
Celestial Wealth Management, LLC
2020 - Present (6 years)
Armstrong Dixon
2015 - 2021 (6 years)
LPL Financial
2009 - 2020 (11 years)
Celestial Wealth Management, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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