Firm
Telos Wealth Management
Wenatchee, Washington
Fee-only
Telos Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 111 individual clients, 23 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 323 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Wenatchee, Washington |
|---|---|
| Website | teloswealth.com |
| Phone | (509) 664-8844 |
Telos Wealth Management fees
Telos Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 88 |
| High-net-worth clients | 23 |
| Accounts managed | 323 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 327439 |