Bos Taurus fees and pricing

Financial planner in Diamond Bar, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 28, 2026, Bos Taurus charges $100⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$500/hr; “Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $100 and $500.”

Payment and refund terms, quoted from the fee section of the brochure.

“For any partial billing period (such as at account inception or termination), fees are prorated based on the number of business days the account was open during the period.”
“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of BT's fees within five business days of signing the Investment Advisory Contract.”

Its hourly rate of $100-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 21
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $23,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331704
Phone: (518) 466-9077

Can advise clients in 2 states: California, New York

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.