# Condon Wealth Management, Inc.

> Condon Wealth Management, Inc. is an SEC-registered investment advisory firm in Plymouth, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 128409
- Filed as: CONDON WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plymouth, MA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128409
- AdvisorCensus page: https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409

## Quick answers

**How is Condon Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Condon Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other.

**How much does Condon Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated May 29, 2026 states: Flat fee: $1,000 to $10,000 (Financial Planning fees per plan); Hourly rate: $250 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Condon Wealth Management, Inc. located?**
Condon Wealth Management, Inc.'s principal office is in Plymouth, MA, according to its Form ADV.

**Is Condon Wealth Management, Inc. registered with the SEC or a state?**
Condon Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 128409.

**How much does Condon Wealth Management, Inc. manage?**
Condon Wealth Management, Inc. reports $122,106,202 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (92% discretionary).

**What types of clients does Condon Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (73).

**Which custodians does Condon Wealth Management, Inc. use?**
Condon Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Condon Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128409

**Does Condon Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 29, 2026 says: "In general, we require a minimum ["Annual"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Condon Wealth Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: $100 (the brochure says it may be waived or negotiated)

> In general, we require a minimum ["Annual"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Minimum annual fee: $100

> We charge a minimum ["annual"] fee in the amount of $100 to open and maintain an advisory account. At our discretion we may waive the minimum fee.

- Flat fee: $1,000 to $10,000 (Financial Planning fees per plan)

> Our Financial Planning fees are calculated and charged on a fixed rate basis, ranging from $1,000.00 to $10,000.00 per plan.

- Hourly rate: $250 an hour (Consulting Services)

> Consulting may be charged on an hourly or flat fee basis. Our hourly Consulting Services fee is $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,106,202
- Discretionary: $112,829,634
- Non-discretionary: $9,276,568

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $38,097,614 |
| High net worth individuals | 73 | $83,004,448 |
| Charitable organizations | Fewer than 5 | $563,161 |
| Corporations or other businesses not listed above | Fewer than 5 | $440,979 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [condonwealth.com](https://condonwealth.com)
- X @CONDONWEALTH

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NH.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Condon Wealth Management, Inc. (CRD 128409): Form ADV filing data as of October 2026.