Taurum Retirement Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$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
Fee-only: Advisory fees for portfolio management services; negotiable rates and fee schedule provided in brochure.
Main office
1921 S Alma School Road Suite 308
Mesa AZ 85210
Advisors at this office
2
Most active in
Arizona · Texas · Utah
Also doing business as
Taurum Retirement Partners · Taurum Retirement Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
Quick links
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.
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.
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