TAURUS FINANCIAL PLANNING

TAURUS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 324486). Regulatory assets under management: $4.7M.

Registration

• CRD: 324486
• Type: Registered investment adviser
• Phone: (501) 680-3066
• Latest filing: 2026-04-07
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324486 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search