Taurus Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,745,926
Clients
8
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$593,241
About
Taurus Financial Planning provides fee‑only financial planning and investment advisory services to individuals and high‑net‑worth clients, with a particular focus on employees of large publicly listed companies. The firm offers comprehensive planning and ongoing wealth‑management support addressing cash flow, employer benefit optimization, deferred compensation, and equity‑based compensation issues.
The firm’s investment philosophy is long‑term and primarily passive, emphasizing broad asset allocation implemented with low‑cost index mutual funds and ETFs rather than stock‑picking or market timing. Planning work is goal‑based and may include retirement projections, Monte Carlo analysis, tax‑aware recommendations, and periodic rebalancing to keep portfolios aligned with stated risk tolerances.
Statistically uncommon for independent advisers, Taurus has introduced a flat‑fee subscription model for ongoing financial planning and a bundled comprehensive option that includes investment management, providing an alternative to traditional percentage‑of‑AUM billing while allowing legacy clients to remain on or transition from the AUM model. The firm is a solo practice with a small client base and modest assets under management and emphasizes specialized planning for clients with equity compensation and non‑qualified deferred compensation arrangements.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Retirement withdrawal strategies
Occupation focus
Executive
Fee options
Initial Financial Plan: $3,520 one-time upfront fee.
Ongoing Financial Planning Support: $6,000/year ($500/month billed monthly in arrears); Comprehensive Wealth Management: $9,600/year ($800/month billed monthly in arrears).
Account minimum: $500,000 (may be reduced or waived on a case-by-case basis) Fee-only: Initial Financial Plan: $3,520 one-time upfront fee; Ongoing Financial Planning Support: $6,000/year billed monthly; Comprehensive Wealth Management: $9,600/year billed monthly.
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:
-
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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