Taelos Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taelos Financial Partners provides ongoing asset management and written financial planning to individual clients, family trusts and estates, and offers advice on retirement plan rollovers under a fiduciary standard. The firm manages client accounts held at qualified custodians and also prepares both full and modular written financial plans tailored to client needs.
Its investment approach emphasizes value-oriented investing combined with strategic and tactical asset allocation, using fundamental and cyclical analysis and a generally long-term orientation while accommodating shorter-term or special-situation holdings. Portfolios are managed with discretion when authorized, reviews are conducted at least quarterly, and clients may impose reasonable investment restrictions on their accounts.
Noteworthy for an independent firm of this size, Taelos Financial Partners periodically presents impersonal seminars and workshops on topics such as retirement and business succession, and may charge larger groups only to cover presentation expenses. The firm also maintains a policy against selling commission-compensated insurance or annuity products to clients and participates in a custodial program that provides research and operational benefits, which it discloses as a potential source of conflict.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.81% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.63% $5,000,001+: 0.56%
$250 per hour for financial planning services
Minimum fee: Minimum fee for financial planning services generally $2,000 Fee-only: Yes, hourly fee for financial planning is $250/hour
Main office
Apex NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Taelos Financial Partners LLC · Taelos Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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