Sean Gross
Telos Wealth Management · Wenatchee, Washington
Sean Gross is a fee-only financial advisor at Telos Wealth Management in Wenatchee, Washington, who holds the CFP credential. Sean charges hourly fees.
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Facts
| Firm | Telos Wealth Management |
|---|---|
| Based in | Wenatchee, Washington |
| Fee model | Hourly |
| Assets under management | $75.4M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 1989584 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.teloswealth.com |
How Sean's firm compares
- Telos Wealth Management's average account is about $233,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Sean
Is Sean Gross a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Telos Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean charges hourly fees.
Where is Sean Gross based?
Sean Gross is based in Wenatchee, Washington.
What credentials does Sean Gross hold?
Sean Gross holds the CFP credential.
Is Sean Gross registered with the SEC?
Yes. Sean Gross is registered as an investment adviser representative in WA (CRD 1989584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Telos Wealth Management manage?
Telos Wealth Management reports $75.4M across 323 accounts in assets under management.
How do I contact Sean Gross?
Through Sean's website, www.teloswealth.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 Wealth Management 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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