Fee-only adviser · Apex, NC
Taelos Financial Partners LLC
Taelos Financial Partners LLC is a fee-only investment adviser registered with the securities regulator of North Carolina, with a mailing address in Apex, North Carolina (its office is a private residence, so the street address is not published). On its latest Form ADV, filed June 30, 2026, it reports $11M in regulatory assets under management, 70 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: North Carolina |
|---|---|
| Firm CRD number | 320700 |
| Office | Apex, NC (mailing address; office not published) |
| Phone | (919) 355-2155 |
| Website | taelosfinancial.com |
| Regulatory assets under management | $11M ($11M discretionary) |
| Individual clients | 68 non-high-net-worth, 2 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Apex
- Hunter Street Investment Advisors LLC $166M
- BSG Advisers $135M
- Blue Water Capital Management, LLC $160M
- Crutchfield Advisors, Inc $83M
See all 5 fee-only advisers in Apex →
Nearby
- New Hill 1 firm
- Cary 9 firms
- Chapel Hill 20 firms
- Fuquay Varina 1 firm
- Research Triangle Park 1 firm
- Pittsboro 1 firm
- Durham 11 firms
- Raleigh 42 firms
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