A complete list of active advisors currently associated with Telos Financial Services, LLC

Warmer can help you find a great advisor at Telos Financial Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Telos Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Benjamin Verhulst	Brookfield, WI	3

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