Firm
Telos Capital Partners
Mount Pleasant, South Carolina
Fee-only
Telos Capital Partners at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 54 individual clients, 29 of them high net worth.
- Its average account is about $304,000 (assets it manages divided by its 149 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Phone | (843) 867-4399 |
Telos Capital Partners fees
Telos Capital 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 |
|---|---|
| Assets managed | $45 million |
| Individual clients | 25 |
| High-net-worth clients | 29 |
| Accounts managed | 149 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 331293 |