Advisor at Telos Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Telos Capital Management, Inc.
Location
San Diego, CA 92128-4310
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Aaron Kaplan is a CFP® with seven years of experience in the financial industry. He is currently with Telos Capital Management, Inc. and previously worked at Nylife Securities LLC and New York Life Insurance Company. Kaplan also has experience at Harkham-GAON Academy and UCLA Anderson. Telos Capital Management provides discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment approach that integrates bottom-up company analysis with macroeconomic assessments, emphasizing asset allocation, diversification, and periodic rebalancing across various asset classes.
Based on Telos Capital Management, Inc.
Estate planning services fee $1,250 (negotiable)
$0+: 1.00% annually (TCM Managed Portfolios) $0+: 0.25% to 0.75% annually (TCM McCuen Portfolios) $0 - $199,999.99: 2.00% (Sherman Core Portfolio I) $200,000 - $299,999.99: 1.75% (Sherman Core Portfolio I) $300,000 - $999,999.99: 1.50% (Sherman Core Portfolio I) $1,000,000 - $4,999,999.99: 1.25% (Sherman Core Portfolio I) $5,000,000 - $9,999,999.99: 1.10% (Sherman Core Portfolio I) $10,000,000+: 0.85% (Sherman Core Portfolio I) $0 - $199,999.99: 1.00% (Sherman Core Portfolio O) $200,000 - $299,999.99: 1.00% (Sherman Core Portfolio O) $300,000 - $999,999.99: 0.85% (Sherman Core Portfolio O) $1,000,000 - $4,999,999.99: 0.70% (Sherman Core Portfolio O) $5,000,000 - $9,999,999.99: 0.60% (Sherman Core Portfolio O) $10,000,000+: 0.55% (Sherman Core Portfolio O)
$300 per hour for financial planning services for non-investment management clients
Account minimum: $250,000 Fee-only: $300 per hour for financial planning for non-investment management clients, minimum 5 hours ($1,500 minimum)
13480 Evening Creek Drive North, Suite 250
San Diego, CA 92128-4310
California
Telos Capital Management, Inc.
2023 - Present (3 years)
Nylife Securities LLC
2018 - 2023 (5 years)
New York Life Insurance Company
2017 - 2023 (6 years)
Unemployed
2017 - 2017 (1 year)
Harkham-GAON Academy
2015 - 2017 (2 years)
UCLA Anderson
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
Series 65
Poway, CA
Engineering Financial Independence, Inc.
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Series 66
San Diego, CA
Spirit Global Investment Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")