Stefan
Meierhofer
Telos Capital Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Stefan Meierhofer is a certified financial planner and chartered financial analyst based out of San Diego, California with 14 years of industry experience. Meierhofer is on the advisory team at Telos Capital Management, Inc. Over the course of their career, Meierhofer has held roles at Telos Capital Management, Inc. Meierhofer holds a Series 63 license, designating them as a securities agent, and is registered to advise clients in California and Texas. Telos Capital Management, Inc is an advisory firm operating out of San Diego, CA. The firm has offices in two locations and a total of 17 advisors. It manages $1 billion in assets among its 2,117 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 2,117 accounts, 40% belong to high-net-worth individuals who have more than $1 million in assets. Telos Capital Management, Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the services provided. Fee types charged by Telos Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Telos Capital Management, Inc Brokerage Details
$1,101,816,993
17
2,117
$520,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stefan Meierhofer Work History
Stefan has been registered as a financial advisor for 14 years.*
Telos Capital Management, Inc
Telos Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stefan Meierhofer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Telos Capital Management, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
