Celadon Managed Wealth

Celadon Managed Wealth at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 2 employees and 117 individual clients, 45 of them high net worth.
• Its average account is about $281,000 (assets it manages divided by its 284 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Celadon Managed Wealth fees

Celadon Managed Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• George Andrews

Other fee-only firms in Plymouth

• Echo Wealth Management
• GEN Financial Management
• Great River Financial
• Kure Advisory
• Phillip James Financial
• RLN Wealth
• Rossi Dubuque Breckenridge
• Side-By-Side Financial Planning, LLC

Fee-only advisors in Minnesota