# Brandon Cabaniss

> Brandon Cabaniss is a fee-only financial advisor at Telos Partners in Greenville, South Carolina, who holds the CFP credential. Brandon focuses on equity compensation, founders (pre-exit) and tax planning. Telos Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-cabaniss/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Telos Partners
- **Based in:** Greenville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $139.5M across 271 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Tax planning, Estate & legacy planning, Family wealth transfer, Retirement with concentrated positions
- **Works with:** Founders, Executives, High earners, Multi-generational families, Mid-life transitions
- **CRD:** 3077548 (https://adviserinfo.sec.gov/individual/summary/3077548)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2000), Series 65 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.teloswealthpartners.com/

## Frequently asked questions

### Is Brandon Cabaniss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Telos Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Telos Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brandon Cabaniss based?

Brandon Cabaniss is based in Greenville, South Carolina.

### What does Brandon specialize in?

Brandon's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning, family wealth transfer and retirement with concentrated positions. Brandon works with founders, executives, high earners, multi-generational families and mid-life transitions.

### What credentials does Brandon Cabaniss hold?

Brandon Cabaniss holds the CFP credential.

### Is Brandon Cabaniss registered with the SEC?

Yes. Brandon Cabaniss is registered as an investment adviser representative in SC (CRD 3077548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Telos Partners manage?

Telos Partners reports $139.5M across 271 accounts in assets under management.

### How do I contact Brandon Cabaniss?

Through Brandon's website, www.teloswealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3077548): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.teloswealthpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.