Sean Gross is a CFP-designated registered investment advisor at Telos Wealth, based in Wenatchee, WA, with 34 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 113 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fee Estimator
Location
656 N. Miller St., Wenatchee, WA, 98801
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business Activities
Sean is a Managing Member and Co-Owner of Telos Real Estate Holdings, LLC, which owns and manages a commercial office property. This investment-related activity takes minimal time during securities trading hours.
Employment History
Current Registrations
Telos Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
Investors Capital CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.