Brandon Cabaniss
Telos Partners · Greenville, South Carolina
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.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Telos Partners |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.5M across 271 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 3077548 |
| Exams passed | Series 63 (2000) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.teloswealthpartners.com |
| Profile |
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Telos Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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