Fee-only adviser · Plymouth, MN
Celadon Managed Wealth
Celadon Managed Wealth is a fee-only investment adviser registered with the securities regulator of Minnesota, with its main office in Plymouth, Minnesota. On its latest Form ADV, filed February 3, 2026, it reports $80M in regulatory assets under management, 117 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Minnesota |
|---|---|
| Firm CRD number | 165978 |
| Office | 3370 Annapolis Lane Suite B Plymouth, MN 55447 |
| Phone | (952) 767-5839 |
| Website | www.celadonwealth.com |
| Regulatory assets under management | $80M |
| Individual clients | 72 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plymouth
- Kure Advisory, LLC $259M
- Gen Financial Management Inc. $332M
- Rossi Dubuque Breckenridge, LLC Not reported
- Great River Financial $202M
- Phillip James Financial Co. $222M
- Grounded Wealth $31M
See all 10 fee-only advisers in Plymouth →
Nearby
- Deephaven 1 firm
- Wayzata 8 firms
- Minnetonka 11 firms
- Golden Valley 1 firm
- St. Louis Park 5 firms
- Maple Grove 5 firms
- Spring Park 1 firm
- Excelsior 3 firms
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