Taurus Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,058,335
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$509,723
About
Taurus Financial Planning provides comprehensive wealth management and project-based financial planning to individual and high-net-worth clients, with a particular focus on employees of large publicly listed companies. Services include discretionary investment management alongside ongoing financial planning and one-time project engagements covering topics such as retirement, tax planning, estate, college savings, and business planning.
The firm primarily implements passive investment management and asset-allocation strategies, supplemented by fundamental, technical, and mutual fund/ETF analysis, and conducts quarterly account reviews. Clients receive regularly scheduled meetings, continuous access to a planner, and may impose reasonable investment restrictions; project-based work is offered on a fixed- or hourly-fee basis.
Compared with many independent peers, Taurus combines traditional percentage-of-AUM investment management with alternative fee arrangements — including project-based work and subscription-style billing options — and uses a secure third-party payment portal for electronic fee payments. The firm reports about $3.06 million in discretionary assets and a stated $500,000 account minimum (which may be waived), indicating a compact client base and an emphasis on hands-on, individualized planning relationships.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Executive
Fee options
Fixed fees for project-based financial planning starting at $3,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
$300 per hour for project-based financial planning
Account minimum: $500,000 minimum (may be waived at the firm's discretion) Minimum fee: Minimum fee of $5,000 to engage in comprehensive wealth management service, may be waived at discretion Fee-only: Project-based financial planning fees either fixed (starting at $3,000) or hourly ($300/hour)
Main office location
Taurus Financial Planning
Bentonville AR, United States
Number of offices
2
Most active in
Taurus Financial Planning has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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