Richard Yang
BOS Taurus · Diamond Bar, California
Richard Yang is a fee-only financial advisor at BOS Taurus in Diamond Bar, California. BOS Taurus reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | BOS Taurus |
|---|---|
| Based in | Diamond Bar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $23M across 21 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 7934570 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Richard's firm compares
- BOS Taurus's average account is about $1.1 million, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Richard
Is Richard Yang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and BOS Taurus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, BOS Taurus, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Yang based?
Richard Yang is based in Diamond Bar, California.
Is Richard Yang registered with the SEC?
Yes. Richard Yang is registered as an investment adviser representative in CA and NY (CRD 7934570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BOS Taurus manage?
BOS Taurus reports $23M across 21 accounts in assets under management.
How do I contact Richard Yang?
Contact details aren't on file yet. Search for BOS Taurus.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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