Taurus Financial Planning fees and pricing
Financial planner in Bentonville, Arkansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 7, 2026, Taurus Financial Planning charges a flat or project fee of $3,520 and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,520
“Initial Financial Plan ($3,520) All new clients are provided with an Initial Financial Plan that costs $3,520.”
- Annual fee
- $6,000/yr
“A typical initial financial plan includes the following: 9 Ongoing Financial Planning Support ($6,000/year) Ongoing Financial Planning Support costs $6,000/year and is billed monthly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Taurus Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is invoiced and processed through AdvicePay via credit card payment or electronic funds transfer.”
- “The fee is invoiced and processed through AdvicePay via credit card payment or electronic funds transfer.”
- “For the Initial Financial Plan and Ongoing Financial Planning Support clients pay by electronic funds transfer (EFT) or credit card.”
How Taurus Financial Planning’s fees compare
- Its flat or project fee of $3,520 is below the Arkansas median of $3,600. 43% of the 23 other Arkansas planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Bentonville that publish a flat or project fee charge less.
- Its annual fee of $6,000 is below the Arkansas median of $8,438. 43% of the 7 other Arkansas planners that publish an annual fee charge less.
About Taurus Financial Planning
- Principal: Mark Chisenhall
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 8
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,745,926
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324486
- Phone
- (501) 680-3066
Other planners in Bentonville that publish fees
- Do Wealth DifferentBentonville$200/hr, $4,500
- Family Legacy PlanningBentonville$200/hr, $400-$10,000
- Lafargue Financial Group, Inc.Bentonville$100/hr, $500
- Pape FinancialBentonville$250/hr
- Portico Financial Group, LLCBentonville$150-$300/hr, $500
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.