Warren Binstock
Telos Capital Management · San Diego, California
Warren Binstock is a fee-only financial advisor at Telos Capital Management in San Diego, California, who holds the CFP credential. Telos Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Telos Capital Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.63B across 2,471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4286617 |
| Exams passed | Series 66 (2002) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.telosinc.com |
How Warren's firm compares
- Telos Capital Management's average account is about $658,000, from its Form ADV (assets managed divided by 2,471 accounts).
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Questions about Warren
Is Warren Binstock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Telos Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warren charge for financial advice?
Warren's firm, Telos Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Warren Binstock based?
Warren Binstock is based in San Diego, California.
What credentials does Warren Binstock hold?
Warren Binstock holds the CFP credential.
Is Warren Binstock registered with the SEC?
Yes. Warren Binstock is registered as an investment adviser representative in CA and TX (CRD 4286617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Telos Capital Management manage?
Telos Capital Management reports $1.63B across 2,471 accounts in assets under management.
How do I contact Warren Binstock?
Through Warren's website, www.telosinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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
- 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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