A complete list of active advisors currently associated with Telos Wealth

Warmer can help you find a great advisor at Telos Wealth or one who fits your needs even better.

Telos Wealth Management, LLC is a fee-only registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and certain broker-dealer customers under written consulting agreements. The firm offers both ongoing and project-based financial planning and also provides access to fee-based annuity arrangements as part of its planning and investment services. The firm’s investment process combines fundamental and technical analysis with portfolio construction informed by modern portfolio theory, using both passive and active vehicles across equities, fixed income, mutual funds, and ETFs. Telos may engage outside managers or sub‑advisors to implement portions of client portfolios, provides periodic account reviews tied to client objectives and risk tolerance, and allows clients to impose reasonable investment restrictions in writing. Notably, Telos operates as a solo practitioner while managing approximately $75.37 million in discretionary assets for about 111 clients, and it maintains a stated household account minimum of $2.5 million (subject to case‑by‑case waivers). The firm’s combination of a single-advisor structure, broker-dealer consulting arrangements, and the disclosed use of outside managers following its registration in 2024 differentiates its service mix from many similarly sized peers.

To learn more about the advisors currently working at Telos Wealth, 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.