Firm
Taelos Financial Partners
Apex, North Carolina
Fee-only
Taelos Financial Partners at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 70 individual clients, 2 of them high net worth.
- Its average account is about $84,000 (assets it manages divided by its 131 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Apex, North Carolina |
|---|---|
| Website | taelosfinancial.com |
| [email protected] | |
| Phone | (919) 355-2155 |
Taelos Financial Partners fees
Taelos Financial Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $11 million |
| Individual clients | 68 |
| High-net-worth clients | 2 |
| Accounts managed | 131 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 320700 |