Advisor at Geneos Wealth 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
Geneos Wealth Management, Inc.
Location
Cedar City, UT 84721
Credentials
Series 63, Series 66
Industry experience
19 years
Telton Hall is a financial advisor at Geneos Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos Wealth Management since 2007. Outside of his advisory role, Hall is an author and online educator with Secure Solution LLC, serves on the advisory board financial planning committee for Investment Scholars, and is involved in local community leadership as president of the Depot Plaza HOA and a candidate for the Iron County School Board. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment process combining continuous account monitoring, discretionary trading authority, and a variety of analytic techniques with offerings such as representative-managed VIP accounts, wrap programs, and third-party money manager referrals.
Based on Geneos Wealth Management, Inc.
Based on Geneos Wealth Management, Inc.
Financial planning one-time fixed fees from $125 to $25,000; some representatives may charge flat fees for advisory accounts
$0 - $50,000: 0.50% (fixed fee for American Funds F2 share class, not negotiable) $50,001 - $100,000: 0.60% (American Funds F2 share class tier, not negotiable) $100,001 - $500,000: 0.80% (American Funds F2 share class tier, not negotiable) $500,001+: 1.00% (American Funds F2 share class tier, not negotiable)
Commissions charged when implementing transactions through broker-dealer services; representatives may earn commissions in separate capacity as registered representatives or insurance agents
Financial planning hourly fees from $35 to $300 per hour
Periodic financial planning fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)
Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.50% annually (50 basis points) Fee-only: Financial planning services fees range from $125 to $25,000 one-time; $35 to $300 per hour; $50 to $25,000 periodic fees (monthly, quarterly, semi-annual, or annual)
415 N Main St, Suite 206
Cedar City, UT 84721
Utah
Advanced Financial Planning LLC
2016 - Present (10 years)
Advanced Wealth Management Inc
2013 - 2016 (3 years)
Geneos Wealth Management, Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65
Cedar City, UT
Heaton Financial, PC
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 63, Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
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