Telos Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$285/hr

“Fees are based on our hourly rate of $285.”

Flat or project fee

$2,280⁠-⁠$9,120

“Fixed fees typically range between $2,280 to $9,120, based on our hourly rate of $285.”

Monthly fee

$1,710⁠-⁠$3,420/mo

“Once the initial fee is earned, ongoing fees are paid monthly in arrears, and typically range from $1,710 - $3,420 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Telos Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fee is based on a percentage of assets under management and is negotiable.”
• “For householding fees, the accounts that are aggregated will be documented on the clients invoice provided to the client.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods, based upon the number of days the account was open during those periods.”

How Telos Wealth’s fees compare

• Its hourly rate of $285 is below the Washington median of $300. 49% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $2,280-$9,120 spans the Washington median of $3,250. 72% of the 103 other Washington planners that publish a flat or project fee charge less.

About Telos Wealth

• Principal: Sean Gross
• Firm size: 4 employees.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

111

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$75,371,453

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327439

Website

teloswealth.com (opens in new tab)

Phone

(509) 664-8844

Other planners in Wenatchee that publish fees

• Cascade Wealth Advisors, IncWenatchee$300/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800

Compare all 370 planners in Washington