Telos Capital Management, Inc. fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Telos Capital Management, Inc. charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“For these clients, we charge a rate of $300 per hour with the total number of hours varying based on the scope and complexity of the services requested.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Telos Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Once a client’s Sherman Core Portfolio for a specific category (I or O) reaches a breakpoint, TCM bills all assets under management in that strategy at the lower rate.”
- “Our fee, which is negotiable and will be agreed upon before the start of any work, is due upon completion of the engagement.”
- “TCM charges fees for estate planning services at a rate of $1250, which is negotiable and will be agreed upon before the start of any work, is due upon completion of the engagement.”
How Telos Capital Management, Inc.’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 36 of the 73 other planners in San Diego that publish an hourly rate charge less.
About Telos Capital Management, Inc.
- Firm size: 19 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Business owners
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
- 2% a year
- Clients
- 924
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,625,227,036
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149108
- Phone
- (858) 271-6350
Can advise clients in 16 states: Arizona, California, Florida, Hawaii, Idaho, Massachusetts, Missouri, Nebraska, New Hampshire, New Mexico, Nevada, Oregon, Tennessee, Texas, Virginia, Washington
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.