Telos Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,193,730
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
111
21% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
111
Very HighAverage account size
$677,421
About
Telos Wealth is a fee‑only advisory firm that manages roughly $75 million across about 111 client relationships, serving individual and high‑net‑worth households as well as certain broker‑dealers, pension plans, and charitable organizations. Its services include discretionary investment management, both ongoing and project‑based financial planning, fee‑based annuities, and consulting engagements for brokerage customers.
The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, blending passive and active strategies and allowing for tactical adjustments when appropriate, with portfolios composed of mutual funds, ETFs, individual equities and fixed‑income instruments. Telos Wealth may engage outside managers for portions of client accounts and describes a formal due‑diligence and ongoing monitoring process while retaining responsibility for overall suitability and account oversight.
Distinctive aspects for a single‑advisor firm of this size include a stated household minimum of $2.5 million (subject to waiver), a recent disclosure about the use of outside managers after its SEC registration, and the availability of fee‑based annuities on a fee‑only basis. The firm also offers investment consulting to broker‑dealers, uses both Charles Schwab’s institutional platform and a digital custodian (Altruist), and discloses its principal’s professional certifications and limited outside business activities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
Annuities
Business sale tax planning
Retirement withdrawal strategies
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-based financial planning fixed fees typically range between $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/hour for ongoing financial planning and project-based financial planning.
Account minimum: $2,500,000 Fee-only: Financial planning at $285/hour; Fixed fees for project-based planning ranging $2,280 to $9,120; Fee-based annuities at 1% AUM.
Main office location
Telos Wealth
656 N. Miller St.
Wenatchee WA 98801, United States
Number of offices
1
Most active in
Telos Wealth has reported serving >5 clients in these states in the last 12 months.
Washington
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:
-
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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