# Taurus Financial Planning

Taurus Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://taurusfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/taurus-financial-planning-llc

## Regulatory record

- **CRD number:** 324486
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324486

## About

Taurus Financial Planning is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### How can someone verify Taurus Financial Planning's regulatory status?

Taurus Financial Planning or state securities regulators as a registered investment advisor (RIA). Investors can check the firm's registration and any disclosure history via the SEC's Investment Adviser Public Disclosure (IAPD) website. The firm's CRD number and specific registration details are not publicly cited outside of regulatory databases.

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- [Schroeder Capital Management](https://altss.com/profile/schroeder-capital-management-llc)
- [Bluestem Wealth Partners](https://altss.com/profile/bluestem-wealth-partners-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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