Taelos Financial Partners LLC

Overview

Taelos Financial Partners LLC is an independent, owner-operated registered investment advisory firm organized as an LLC that works primarily with individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly engagement options. Core advisory services center on financial planning and portfolio management for individuals and small businesses; the firm also produces periodicals or newsletters and runs educational seminars and workshops. Taelos is not positioned as an institutional or capital allocator: it does not act as a pension consultant, is not an active ESG investor, and is not classified as a multi-state adviser. Its operating model emphasizes direct client relationships and advisory services geared to private households and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives