Telos Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Average account size
—
About
Telos Partners LLC is a newly registered investment adviser that provides investment management, comprehensive and project‑based financial planning, family office consulting, and business consulting to individuals, high‑net‑worth clients, charitable organizations, and corporations. The firm also offers educational seminars and ad‑hoc hourly consulting and may recommend independent outside managers or investment management programs for portions of client portfolios.
Telos describes a long‑term, growth‑oriented investment approach that blends individual stocks and bonds with mutual funds and ETFs, using a mix of active and passive strategies and asset‑allocation modeling tailored to each client’s goals and risk tolerance. Portfolios may incorporate ESG and impact screening, client‑imposed restrictions, tax‑aware considerations, periodic rebalancing, and discretionary trading authority; the firm also monitors legacy holdings and may harvest gains or losses when appropriate.
Among features that distinguish Telos from many peers are its affiliation with a separate tax/accounting practice that it may contract with for specialized tax services, its willingness to engage on fixed‑fee projects and hourly consulting arrangements, and its public seminar/speaking program. The firm also offers family‑office style services — including due diligence and coordination for alternative and early‑stage investments and back‑office support — and recommends third‑party managers for both individual and institutional allocations, while not acting as a private‑fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fees ranging from $8,000 to $20,000; Educational Seminars fees range from $300 to $30,000 per seminar or $100 to $2,000 per participant
$0 - $750,000: 1.25% $750,001 - $1,500,000: 0.85% $1,500,001 - $3,000,000: 0.65% $3,000,001 - $10,000,000: 0.45% $10,000,001 - $250,000,000: 0.25% $250,000,001+: 0.20%
$500 per hour, negotiable
Ongoing Comprehensive Financial Planning fees paid monthly or quarterly in arrears, ranging from $3,600 to $18,000 annually; Family Office Consulting paid monthly or quarterly in arrears, annual fee range $140,000 to $240,000
Fee-only: Ongoing Comprehensive Financial Planning fees range from $3,600 to $18,000 annually; Project-Based Financial Planning fixed fees range from $8,000 to $20,000; Family Office Consulting annual fees range from $140,000 to $240,000; Hourly Consulting Services at $500 per hour; Educational Seminars $300 to $30,000 per seminar or $100 to $2,000 per participant
Main office location
Telos Partners LLC
124 Simsbury Rd, Bldg 1 Ste 202
Avon CT 06001, United States
Number of offices
2
Most active in
Connecticut · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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