Taurus Capital Advisors, LLC fees
Financial planner in Lake Oswego, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Taurus Capital Advisors, LLC (Lake Oswego, OR) charges $350 an hour and a quarterly fee of $1,875 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Lake Oswego median of $283; 7 of the 9 other planners in Lake Oswego that publish an hourly rate charge less. Above the Oregon median of $250; 74% of the 76 other planners in Oregon charge less.
“For additional financial planning services such as debt advisory services, financial analysis of a specific project, or other services as requested by a client or prospective client, we will charge a consulting fee at a rate of $350 per hour.”
- Quarterly fee
- $1,875/qtr
“Comprehensive financial planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $1,875 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Taurus Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the above standard fee schedule, occasionally fees are negotiable based on investment strategy and amount of household account management.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee calculated based on the number of calendar days from the date the IAA was signed until the end of the calendar quarter.”
- “Clients with managed assets of less than $750,000 will be subject to an annual minimum fee of $7,500, billed quarterly in arrears.”
About Taurus Capital Advisors, LLC
“Taurus Capital is an independent, fee-only investment advisory firm that offers professional investment and financial planning services to individual and institutional clients.”
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 242
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $231 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 137633 (opens in new tab)
- Phone
- (503) 756-2972
Registered or notice filed in 4 states: California, New York, Oregon, Washington
Other planners in Lake Oswego that publish fees
- WBH Financial Services, LLCLake OswegoHourly $250/hr, Flat $250-$3,500
- Handy & Company Financial Advisors, Inc.Lake OswegoHourly $250/hr, Flat $1,500-$5,000
- Human InvestingLake OswegoHourly up to $300/hr
- Planful Finance LLCLake OswegoHourly $300/hr, Flat $500-$10,000
- VergePointe Wealth Management, LLCLake OswegoHourly $210-$570/hr
- TBG InvestingLake OswegoFlat $600-$10,000, Monthly $300-$1,200/mo
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.