Taelos Financial Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,838,548
Total clients
125
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
125
Average account size
$62,708
About
Taelos Financial Partners serves individual clients, including family trusts and estates, and provides ongoing asset management, written financial planning, and retirement-account rollover advice. The firm manages portfolios on a discretionary basis, offers modular or full written financial plans on an hourly basis, and provides impersonal seminars and workshops on topics such as retirement and investment planning.
The firm’s investment approach emphasizes value investing with a long-term orientation, combined with tactical and strategic asset-allocation tools and occasional shorter-term special-situation investments. Portfolio recommendations are informed by fundamental and cyclical analysis, accounts are reviewed at least quarterly, and clients may impose reasonable investment restrictions; financial planning engagements do not include ongoing investment monitoring unless a separate management agreement is executed.
Noteworthy for an independent adviser of this size, the firm periodically offers educational seminars and workshops (often on an impersonal basis and, for larger groups, potentially for a fee to cover expenses), a service relatively uncommon among peers. The firm’s principal is a licensed insurance agent but does not sell commission-based insurance or annuities to clients, it treats retirement-rollover recommendations under an impartial-conduct fiduciary standard to manage conflicts of interest, and it relies on custodians that provide operational support and services while leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.81% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.63% annually $5,000,001+: 0.56% annually
$150 per hour for financial planning services
Minimum fee: Minimum fee generally charged for financial planning services is $300 Fee-only: Financial planning services charged at $150 per hour
Main office location
Taelos Financial Partners LLC
Apex NC, United States
Number of offices
1
Most active in
Taelos Financial Partners LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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