Sean Gross
Advisor at Telos Wealth
Updated today
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 Wealth
Location
Wenatchee, WA 98801
Credentials
CFP®, Series 63, Series 65
Industry experience
34 years
Fee options
Project-based financial planning fees typically range from $2,280 to $9,120
$0 - $250,000: 1.75% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.25%
$285 per hour for financial planning services
Account minimum: $2,500,000 minimum aggregate household balance Fee-only: Investment management services, financial planning, and fee-based annuities are fee-only; no commissions accepted
Work history
Telos Wealth Management, LLC
2024 - Present (2 years)
Telos Wealth Management, Llc
2007 - 2024 (17 years)
Commonwealth Financial network
2007 - 2024 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Stewart C
Series 63, Series 66
East Wenatchee, WA
Edward Jones
Brieanna A
Series 66
Wenatchee, WA
Edward Jones
Darl B
ChFC®, Series 63, Series 66
East Wenatchee, WA
Edward Jones
Juan I
Series 63, Series 66
Wenatchee, WA
Edward Jones
Cody G
Series 65
Malaga, WA
Arrowstone Wealth, LLC
Richard B
Series 63, Series 65
Wenatchee, WA
James Capital Management LLC
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