Telos Wealth Advisors fees and pricing

Financial planner in Matthews, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 14, 2026, Telos Wealth Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Telos does not accept direct invoicing, ACH, or check payment for retirement plan advisory fees. 5.3 WEALTH PLANNING SERVICES - Wealth Planning Services are charged at Telos’ standard hourly rate of three hundred dollars ($300) per hour.”

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

“Completion of an engagement, phase, or Deliverable does not cause any fee to be earned and is not used to calculate any refund.”
“Payment Structure - Wealth management advisory fees are generally charged as an asset-based fee payable in advance of each calendar quarter pursuant to the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor. b.”

Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
1 of the 2 other planners in Matthews that publish an hourly rate charge less.

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% a year
Clients: 100
Employees: 10
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $87,610,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328209
Website: teloswealthadvisors.com (opens in new tab)
Phone: (704) 368-7913

Can advise clients in 3 states: North Carolina, Oregon, Washington

Is something on this page wrong or out of date?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.