# Christopher Stevenson

> Christopher Stevenson is a fee-only financial advisor at Telos Partners in Avon, Connecticut, who holds the CFA credential. Christopher 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/christopher-stevenson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Telos Partners
- **Based in:** Avon, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $139.5M across 271 accounts
- **Credentials:** CFA
- **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:** 7689080 (https://adviserinfo.sec.gov/individual/summary/7689080)
- **SEC registration:** Investment adviser representative in CT
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.teloswealthpartners.com/

## Frequently asked questions

### Is Christopher Stevenson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher 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 Christopher charge for financial advice?

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

### Where is Christopher Stevenson based?

Christopher Stevenson is based in Avon, Connecticut.

### What does Christopher specialize in?

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

### What credentials does Christopher Stevenson hold?

Christopher Stevenson holds the CFA credential.

### Is Christopher Stevenson registered with the SEC?

Yes. Christopher Stevenson is registered as an investment adviser representative in CT (CRD 7689080), 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 Christopher Stevenson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7689080): 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.