Nicholas Stecklein
Telos Partners · Lehi, Utah
Nicholas Stecklein is a fee-only financial advisor at Telos Partners in Lehi, Utah, who holds the CFP credential. Nicholas 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 | Lehi, Utah |
| 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 UT · CRD 6827498 |
| Exams passed | Series 63 (2020) · Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.teloswealthpartners.com |
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Questions about Nicholas
Is Nicholas Stecklein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?
Nicholas's firm, Telos Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Stecklein based?
Nicholas Stecklein is based in Lehi, Utah.
What does Nicholas specialize in?
Nicholas's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning, family wealth transfer and retirement with concentrated positions. Nicholas works with founders, executives, high earners, multi-generational families and mid-life transitions.
What credentials does Nicholas Stecklein hold?
Nicholas Stecklein holds the CFP credential.
Is Nicholas Stecklein registered with the SEC?
Yes. Nicholas Stecklein is registered as an investment adviser representative in UT (CRD 6827498), 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 Nicholas Stecklein?
Through Nicholas'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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