Aaron Kaplan
Telos Capital Management · San Diego, California
Aaron Kaplan is a fee-only financial advisor at Telos Capital Management in San Diego, California, who holds the CFP credential. Telos Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Telos Capital Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.63B across 2,471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6875440 |
| Exams passed | Series 63 (2018) · Series 65 (2023) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.telosinc.com |
How Aaron's firm compares
- Telos Capital Management's average account is about $658,000, from its Form ADV (assets managed divided by 2,471 accounts).
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Questions about Aaron
Is Aaron Kaplan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Telos Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Telos Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Aaron Kaplan based?
Aaron Kaplan is based in San Diego, California.
What credentials does Aaron Kaplan hold?
Aaron Kaplan holds the CFP credential.
Is Aaron Kaplan registered with the SEC?
Yes. Aaron Kaplan is registered as an investment adviser representative in CA (CRD 6875440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Telos Capital Management manage?
Telos Capital Management reports $1.63B across 2,471 accounts in assets under management.
How do I contact Aaron Kaplan?
Through Aaron's website, www.telosinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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