CRD: 324486
Taurus Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-06-2023
- Office Locations
- 1
Office Locations
About Taurus Financial Planning
Taurus Financial Planning provides flat-fee, advice-first financial planning and tax-efficient investment management for high-earning professionals, with a niche serving Walmart leaders and other corporate executives navigating equity/deferred comp and employer retirement plans. The firm emphasizes objective guidance with no product sales, asset minimums, or percentage-based fees, and primarily implements portfolios with ETFs (Schwab custodied).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK L CHISENHALL
Agent, Chief Compliance Officer
- CRD
- #6871095
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,745,926 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,745,926 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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