Firm
Taurus Capital Advisors
Lake Oswego, Oregon
Fee-only
Taurus Capital Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 242 individual clients, 47 of them high net worth.
- Its average account is about $880,000 (assets it manages divided by its 263 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| [email protected] | |
| Phone | (503) 756-2972 |
Taurus Capital Advisors fees
Taurus Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly |
|---|---|
| Assets managed | $231 million |
| Individual clients | 195 |
| High-net-worth clients | 47 |
| Accounts managed | 263 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-127840) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 137633 |