Telos Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Telos Financial Services, LLC is a fee‑only registered investment adviser that provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, and estates. The brochure also discloses that the firm offers tax planning and tax preparation through an affiliated accounting practice and acts as a fiduciary when advising on retirement accounts.
The firm provides discretionary portfolio management for individual clients, constructing portfolios using a mix of passively managed index funds and ETFs alongside actively managed funds, individual stocks and bonds, with an emphasis on asset allocation, tax efficiency, expense control, and manager selection. Telos monitors portfolios regularly, bills asset‑based fees on a quarterly basis, and states it does not charge performance‑based fees.
Noteworthy features include the firm’s operation of an accounting and tax‑preparation business within the same entity, with advisory clients not required to use those accounting services, which enables coordinated tax and investment planning. The brochure indicates the adviser began providing services in 2026, does not describe any private‑fund advisory activities, and notes that it does not vote client proxies while clients retain custody of their assets.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.80% $5,000,001 - $6,000,000: 0.60% $6,000,001+: 0.50%
Minimum fee: All advisory clients are subject to a minimum fee regardless of account size; specific amount not stated Fee-only: Fee-only financial management firm; no commissions charged
Main office
Brookfield WI
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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