Christopher Stevenson
Telos Partners · Avon, Connecticut
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.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Telos Partners |
|---|---|
| Based in | Avon, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.5M across 271 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 7689080 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.teloswealthpartners.com |
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Questions about Christopher
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.
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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