Taurus Financial fees and pricing

Published fees

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

Flat or project fee

$1,100⁠-⁠$2,000

“Taurus offers four financial planning packages and the negotiated one-time fixed rates for creating client financial plans is between $1,100 and $2,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Taurus Financial bills

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

• “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 Taurus's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Taurus Financial’s fees compare

• Its flat or project fee of $1,100-$2,000 is below the New Jersey median of $5,000. 16% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 2 other planners in Jersey City that publish a flat or project fee charge less.

About Taurus Financial

• Firm size: 3 employees.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

90

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$162,463,905

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335067

Website

youtube.com/@taurusfinancial (opens in new tab)

Phone

(201) 500-6322

Can advise clients in 7 states: California, Massachusetts, New Hampshire, New Jersey, New York, Texas, Washington

Other planners in Jersey City that publish fees

• Ahara AdvisorsJersey City$1,000/hr
• Aligning WealthJersey City$250/hr, $2,000⁠-⁠$40,000
• Astra Wealth PartnersJersey City$7,200/yr
• Ballaster FinancialJersey City$500⁠-⁠$5,000, $10,000/yr
• Ciro Capital LLCJersey City$500/hr
• Westport AdvisoryJersey City$500/hr

Compare all 8 planners in Jersey City