Taelos Financial Partners LLC fees and pricing
Financial planner in Apex, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 30, 2026, Taelos Financial Partners LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by Taelos Financial Partners for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Taelos Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This means that the assets in a client’s account will be billed at different levels according to the fee schedule above.”
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
How Taelos Financial Partners LLC’s fees compare
- Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Apex that publish an hourly rate charge less.
About Taelos Financial Partners LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 70
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $11,052,297
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 320700
- Phone
- (919) 355-2155
Other planners in Apex that publish fees
- BSG AdvisersApex$150-$450/hr, $3,000-$6,000
- Capital Financial Advisory Group, LLCApex$500-$1,499
- FWJ Planning LLCApex$250/hr, $4,000-$6,000
- Hunter Street Investment Advisors LLCApex$150/hr, $1,800/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.