Taurum Retirement Partners, LLC

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Client assets under management

$144,614,736

Clients

127

40% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,138,699

About

Taurum Retirement Partners is a boutique investment management firm that serves individual and high‑net‑worth clients through discretionary portfolio management and by selecting third‑party asset managers. The firm manages roughly $158.8 million in client assets across about 127 client relationships and supports its advice with ongoing monitoring and periodic reporting.

The firm builds customized portfolios using Modern Portfolio Theory and fundamental analysis, typically implementing actively managed mutual funds, ETFs, equities, bonds and, when appropriate, alternative investments (generally limited to 30% of a portfolio). Services include continuous rebalancing, limited financial‑planning techniques to complement portfolio management, and access to third‑party platforms (including a variable‑annuity program) as part of its implementation toolkit.

What distinguishes the firm from many peers is its documented use of leverage and derivatives in separately managed accounts — the brochure discloses the use of margin and options strategies as part of its trading toolkit when suitable for a client. The firm’s managing member is also a licensed insurance agent who sells life, disability and fixed annuity products (devoting up to about 10% of his workweek and receiving customary insurance commissions), a dual role the brochure discloses as a potential conflict of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Annuities Active portfolio management Private / alternative investments

Occupation focus

Retired

Fee options

Percentage

$0 - $1,000,000: 1.15% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.70% annually

Other

Fee-only: Advisory fees for portfolio management services; negotiable rates and fee schedule provided in brochure.

Main office location

Taurum Retirement Partners, LLC

1921 S Alma School Road Suite 308

Mesa AZ 85210, United States

Number of offices

Most active in

Arizona · Texas · Utah

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 480-626-2501

Advisors at this firm

Robert S

ChFC®, Series 63, Series 66

Mesa, AZ

Taurum Retirement Partners, LLC

Robert Sollis is a financial advisor at Taurum Retirement Partners, LLC with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Since 2016, he has been with Taurum Retirement Partners and is also a licensed independent insurance agent in Arizona, selling life, accident, and health insurance products. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients through discretionary portfolio management and access to third-party managed programs. The firm applies Modern Portfolio Theory and fundamental analysis to create personalized asset allocations and employs a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Retirement income strategy Annuities Active portfolio management Private / alternative investments Retired

Jackson B

CFP®, Series 65

Mesa, AZ

Taurum Retirement Partners, LLC

Jackson Beck is a CFP® with eight years of industry experience, currently serving as an advisor at Taurum Retirement Partners, LLC since 2016. Prior to this, he worked at Sluffin It Consulting and Utah State University. He was also the managing member of a pass-through tax conduit entity that was dissolved in 2021. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients with discretionary portfolio management and access to third-party managed programs. The firm uses Modern Portfolio Theory and fundamental analysis to create personalized asset allocations, employing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Retirement income strategy Annuities Active portfolio management Private / alternative investments Retired

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