Telos Wealth Advisors

RIASEC Registered

Total AUM

$87.6M

Discretionary

$87.1M

99% of AUM

Avg account

$198K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328209
Website: teloswealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CAPITAL CLIENT GROUP, INC., JACKSON FINANCIAL GROUP, INC., PEACHTREE PC INVESTORS, LLC, PRINCIPAL SECURITIES, INC., INSPIRED HEALTHCARE CAPITAL, COREBRIDGE CAPITAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.49%
Individuals31.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Telos Wealth Advisors is an independent registered investment adviser operating as a limited liability company that positions itself as a capital allocator for individual and family clients. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and offers a range of advisory services: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of third-party advisers. Telos is not identified as an active ESG investor. The firm lists affiliations with accounting and insurance firms, indicating coordination with those professional service providers when needed.