Telos Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Telos Partners serves individuals, family clients, charitable organizations, and businesses with investment management, financial planning, family office consulting, business and valuation work, and ad hoc hourly consulting. The firm also offers educational seminars and speaking engagements that it describes as purely educational and not individualized investment advice.
The firm follows a long-term, growth-oriented investment approach that uses individual stocks, bonds, mutual funds, and ETFs and may blend passive and active strategies. Telos uses client questionnaires to align portfolios with values (including impact/ESG preferences), constructs household-level asset allocations, may engage outside managers, and generally manages client accounts on a discretionary basis.
Telos is distinctive among peers for its formal affiliations with other advisory entities and with a related tax/accounting practice, and it discloses that it may coordinate tax work through that affiliated firm. It also emphasizes bespoke family office services — including due diligence on private and early-stage investments and coordination with outside professionals — and operates with a small client base relative to its assets under management, suggesting a focus on complex and coordinated wealth-management engagements.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning ($8,000 to $20,000), Ongoing Comprehensive Financial Planning initial fee up to $12,500, recurring fees $3,600 to $18,000 annually, Family Office Consulting fixed annual fees from $140,000 to $240,000
$0 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $15,000,000: 0.75% $15,000,001 - $25,000,000: 0.65% $25,000,001 - $50,000,000: 0.55% $50,000,001 - $100,000,000: 0.48% $100,000,001+: 0.40%
$500 per hour, negotiable
Fee-only: Fixed fees for financial planning ($8,000 to $20,000), ongoing comprehensive financial planning ($3,600 to $18,000 annually), family office consulting ($140,000 to $240,000 annually), hourly rate ($500/hour)
Main office
See office124 Simsbury Rd, Bldg 1 Ste 202
Avon CT 06001
Advisors at this office
1
Offices (4)
Most active in
California · Connecticut · New York · South Carolina · 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 63, Series 65
Lehi, UT
Telos Partners LLC
Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.
Peter H
CFA®, Series 63
Cottonwood Heights, UT
Telos Partners LLC
Peter Hughes is a CFA® charterholder with six years of industry experience currently serving as an advisor at Telos Partners LLC. His prior roles include positions at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, Mr. Hughes owns and operates Peter Hughes Consulting, where he provides business valuation and improvement consulting, as well as Peter Hughes Coaching, focusing on performance and life coaching. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, business valuation, and ad hoc consulting. The firm employs a long-term, growth-oriented investment approach that incorporates both active and passive strategies and emphasizes alignment with clients’ values and comprehensive wealth management.
Christopher S
CFA®
Avon, CT
Telos Partners LLC
Christopher Stevenson is a CFA® charterholder at Telos Partners LLC with three years of industry experience. He previously worked at Evolve Investing LLC and Forrest Financial Partners LLC and has been involved in start-up consulting through Mad Forrest LLC. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm uses a long-term, growth-oriented investment approach incorporating active and passive strategies and emphasizes bespoke family office services and coordination with affiliated tax and accounting professionals.
Brandon C
CFP®, Series 63, Series 65
Greenville, SC
Telos Partners LLC
Brandon Cabaniss is a CFP®-certified financial advisor at Telos Partners LLC in Greenville, SC, with 24 years of industry experience. He has held positions at Calton & Associates, Advisory Services Network, Wells Fargo Advisors, and Raymond James & Associates. Outside of his advisory work, he is a speaker and educator for The 3W Project, focusing on financial wellbeing for women. Telos Partners serves individuals, families, charitable organizations, and businesses, providing investment management, financial planning, family office consulting, and business valuation services. The firm uses a long-term, growth-oriented approach combining active and passive strategies, aligning portfolios with client values and offering bespoke family office services.
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