Firm
Taursas Investments
Houston, Texas
Fee-only
Taursas Investments at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 2 employees and 52 individual clients, 14 of them high net worth.
- Its average account is about $188,000 (assets it manages divided by its 203 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | taursas.com |
| [email protected] | |
| Phone | (952) 769-3570 |
Taursas Investments fees
Taursas Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $38 million |
| Individual clients | 38 |
| High-net-worth clients | 14 |
| Accounts managed | 203 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 328860 |