Peter Hughes
Telos Partners · Cottonwood Heights, Utah
Peter Hughes is a fee-only financial advisor at Telos Partners in Cottonwood Heights, Utah, who holds the CFA credential. Peter 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.
Request an introduction to Peter →
Specialties
Who they serve
- Founders
- Executives
- High earners
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Telos Partners |
|---|---|
| Based in | Cottonwood Heights, Utah |
| 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 NY, UT · CRD 4887882 |
| Exams passed | Series 63 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.teloswealthpartners.com |
| Profile |
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
Is Peter Hughes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Telos Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Hughes based?
Peter Hughes is based in Cottonwood Heights, Utah.
What does Peter specialize in?
Peter's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning, family wealth transfer and retirement with concentrated positions. Peter works with founders, executives, high earners, multi-generational families and mid-life transitions.
What credentials does Peter Hughes hold?
Peter Hughes holds the CFA credential.
Is Peter Hughes registered with the SEC?
Yes. Peter Hughes is registered as an investment adviser representative in NY and UT (CRD 4887882), 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 Peter Hughes?
Through Peter'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.
See something wrong? Request a correction. Read our methodology.