Telos Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Telos Partners LLC is an SEC‑registered investment adviser overseeing roughly $139 million in discretionary assets across about 65 client relationships supported by three advisory professionals. The firm offers investment management, both ongoing and project‑based financial planning, hourly consulting, family‑office consulting, and public or private educational seminars and speaking engagements.
Telos employs multiple proprietary, primarily long‑term, growth‑oriented strategies that combine individual equities, fixed income and selective funds, and it incorporates ESG and impact‑oriented screening when requested by clients. Portfolios are typically managed on a discretionary basis after onboarding questionnaires that capture goals and values; the firm also uses outside managers and conducts due diligence on alternative and early‑stage investments when appropriate.
Notable for a firm of its size, Telos is directly owned by related advisory entities and maintains an affiliated tax preparation/consulting business that it may recommend to clients, a relationship the brochure discloses as a potential conflict of interest. The firm’s emphasis on bespoke family‑office services (including private fund and direct‑investment diligence and liquidity management) and its offering of educational seminars are features less commonly observed among peer advisers in this category.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fees range from $8,000 to $20,000; initial fee for comprehensive financial plan up to $12,500; educational seminars $300 to $30,000.
$0 - $750,000: 1.25% $750,001 - $1,500,000: 0.85% $1,500,001 - $3,000,000: 0.65% $3,000,001 - $10,000,000: 0.45% $10,000,001 - $250,000,000: 0.25% $250,000,001 - and Above: 0.20%
$500 per hour
Ongoing Comprehensive Financial Planning fees range from $3,600 to $18,000 annually, paid monthly or quarterly; Family Office Consulting fees $140,000 to $240,000 annually, paid monthly or quarterly.
Fee-only: Financial planning services fees: initial comprehensive plan up to $12,500; ongoing comprehensive financial planning $3,600-$18,000 annually; project-based financial planning $8,000-$20,000; family office consulting $140,000-$240,000 annually; hourly consulting $500/hour; educational seminars $300-$30,000 per seminar.
Main office
See office124 Simsbury Rd, Bldg 1 Ste 202
Avon CT 06001
Advisors at this office
1
Offices (3)
Most active in
Connecticut · Utah
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.
Advisors at this firm
Nicholas S
CFP®, Series 65, Series 63
Lehi, UT
Telos Partners LLC
Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.
Peter H
CFA®, Series 63
Cottonwood Heights, UT
Telos Partners LLC
Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.
Christopher S
CFA®
Avon, CT
Telos Partners LLC
Christopher Stevenson is a CFA® charterholder with three years of industry experience. He is currently with Telos Partners LLC and has previously worked at Evolve Investing LLC and Forrest Financial Partners LLC. Outside of advisory roles, he is involved in start-up consulting through Mad Forrest LLC. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 client relationships. The firm offers investment management and financial planning services utilizing long-term, growth-oriented strategies that incorporate ESG and impact screening upon client request.
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