Our Pricing & Fees

We offer both comprehensive, one-time financial plans and ongoing wealth management relationships. Whether you’re looking for a standalone plan to guide your next steps or a long-term partnership to manage your wealth, our pricing is transparent and tailored to your needs.

Essential Plan

(Basic Financial Plan: $5,000 – $8,000)

Basic Investment Advice, Retirement Planning, Tax Planning

A solid foundation for your financial future

Elevate Plan

(Comprehensive Financial Plan: $8,000 – $10,000)

Retirement Planning, Investment Advice, Tax Planning, Estate Planning, and Insurance Needs Analysis

A comprehensive strategy designed for lasting growth and protection

Legacy Plan

(Business Planning: $10,000 – $12,000+)

Business Succession Planning, Business Tax Strategies, Insurance Analysis, Retirement Planning, Strategic Business Growth

For business owners who want to plan for & grow their legacy.

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Click below to get in touch with Telos Strategic Wealth & learn more about our financial planning services:

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Continuum Plan

Ongoing Comprehensive Financial Planning and Investment Management

Retirement Planning, Investment Management, Tax Planning, Insurance Analysis, and Estate Planning

+ A comprehensive strategy designed for ongoing growth and protection

Assets Invested

Annual Fee

$0 – $1,000,000

1.25%

$1,000,001 – $2,000,000

1.00%

$2,000,001 – $3,000,000

0.90%

$3,000,001 – $4,000,000

0.80%

$4,000,001 – $5,000,000

0.75%

$5,000,001 – $10,000,000

0.60%

$10,000,001 – $20,000,000

0.50%

$20,000,000+

Custom

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