Samuel Crump is a CFP, ChFC-designated registered investment advisor at Telos Wealth Advisors, based in Matthews, NC, with 14 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 75 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Telos Wealth Management's investment management fee is based on the value of your investments and is charged in advance each quarter. The fee can be up to 1.50% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with Telos. Fees may be negotiable.
Location
Matthews, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel is involved in three outside business activities: insurance sales through Telos Insurance LLC (about 10-20% of his time), tax and accounting services through Telos Accounting LLC (minimal time), and residential rental property through Crump CCC N3 LLC (minimal time).
Employment History
Current Registrations
Telos Wealth Advisors
Previous Registrations
Apollon Wealth Management, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.