Colin Exelby
Celestial Wealth Management · Towson, Maryland
Colin Exelby is a fee-only financial advisor at Celestial Wealth Management in Towson, Maryland, who holds the CFP credential. Colin focuses on small business owners, tax planning and family wealth transfer. Celestial Wealth Management reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Celestial Wealth Management |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $76.4M across 222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 2928099 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.celestialwm.com |
| Profile |
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Questions about Colin
Is Colin Exelby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin holds no broker registration, and Celestial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colin charge for financial advice?
Colin's firm, Celestial Wealth Management, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Does Colin work with clients virtually?
Yes. Celestial Wealth Management says on its website that it works with clients remotely.
Where is Colin Exelby based?
Colin Exelby is based in Towson, Maryland.
What does Colin specialize in?
Colin's specialties include small business owners, tax planning and family wealth transfer. Colin works with founders.
What credentials does Colin Exelby hold?
Colin Exelby holds the CFP credential.
Is Colin Exelby registered with the SEC?
Yes. Colin Exelby is registered as an investment adviser representative in MD and TX (CRD 2928099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Celestial Wealth Management manage?
Celestial Wealth Management reports $76.4M across 222 accounts in assets under management.
How do I contact Colin Exelby?
Through Colin's website, www.celestialwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Celestial Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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