Telos Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,768,138
Clients
114
Advisors
3
of 10 employees
About
Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm operates primarily as a remote advisory practice and supports portfolio construction, rebalancing, held-away account connectivity, and implementation through custodial platforms and, when appropriate, independent managers.
Telos develops tailored investment strategies based on each client’s goals, risk tolerance, and time horizon and generally emphasizes diversified, low-cost mutual funds and ETFs while also using individual securities, bonds, and sponsor‑direct or alternative investments when appropriate. The firm typically manages client accounts on a discretionary basis, provides ERISA fiduciary services for retirement plan advice, and charges asset‑based advisory fees with written fee disclosures.
The firm’s public disclosures note several structural features that differentiate it from many peers: Telos has affiliated businesses that offer insurance, tax, and accounting services through common ownership, and it discloses the potential conflicts and referral options associated with those affiliations while stating clients are not required to use affiliated services. Its brochure also discloses the use of promoters and the inclusion of endorsements and testimonials in advertising, and it describes institutional custodial arrangements that provide the advisor with non‑cash economic benefits.
Client services
Expertise
Fee options
Financial planning services fixed fees range from $500 to $50,000.
Insurance commissions earned are separate and in addition to advisory fees.
Financial planning recurring subscription fees range from $125 to $10,000.
Main office
Matthews NC
Advisors at this office
3
Most active in
North Carolina · Oregon · Texas · Washington
Also doing business as
Telos Family Office · Telos Wealth Advisors · Telos Wealth Management · Telos Wealth Management, LLC · Telos Wealth Management, LLC (Nc)
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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
Samuel C
CFP®, ChFC®, Series 63, Series 65
Matthews, NC
Telos Wealth Advisors
Samuel Crump is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He is currently with Telos Wealth Advisors and previously worked at Apollon Wealth Management, LLC, and Northwestern Mutual Investment Services, LLC. Outside of advising, he is involved in related businesses offering insurance and tax services. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, families, and businesses. The firm emphasizes tailored investment strategies using diversified, low-cost mutual funds and ETFs, and operates primarily as a remote advisory practice with affiliated insurance and accounting services.
Dawn C
Series 63, Series 65
Matthews, NC
Telos Wealth Advisors
Dawn Campbell is a financial advisor with Telos Wealth Advisors in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Apollon Wealth Management, Merrill, and AllianceBernstein, among others. In addition to her advisory work, she serves as president of Dawn Campbell Consulting, providing due diligence and sales support related to alternative real estate and Qualified Opportunity Zone products. Telos Wealth Management offers customized wealth management, financial planning, and retirement plan consulting primarily through a remote advisory model. The firm develops tailored investment strategies using diversified, low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.
Daniel S
Series 66
Matthews, NC
Telos Wealth Advisors
Daniel Sheehan is a financial advisor at Telos Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked previously at Apollon Wealth Management, UBS Financial Services, Augusta University, and the University of South Carolina. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm focuses on tailored investment strategies that emphasize diversified, low-cost mutual funds and ETFs, managing client accounts primarily on a discretionary basis.
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