Taurus Financial Planning

Overview

Taurus Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients. Its fee structure is flexible, combining percentage-of-AUM billing with hourly, subscription and fixed-fee options, which supports both ongoing portfolio management and project-based planning work. Investment activity centers on equity portfolios delivered through exchange-traded vehicles and separately managed accounts. Taurus is not positioned as a capital allocator or a multi-state adviser and does not identify as an active ESG investor. When alternatives are used, the firm brings them in through third-party managers rather than operating internal private-capital programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices