Taurum Retirement Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Taurum Retirement Partners reports 127 clients. They include 76 individual clients and 51 high-net-worth individuals. Of its assets, 98.7% ($154M across 409 accounts) are managed with discretion; $1.98M across 13 accounts are not. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 15% |
| High-net-worth individuals | 40% | 77% |
| Pension and profit-sharing plans | 0% | 3% |
| Corporations and other businesses | 0% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 76 | $23.9M | 15.4% | $315K |
| High-net-worth individuals | 51 | $121M | 77.4% | $2.37M |
| Pension and profit-sharing plans | Fewer than 5 | $4.17M | 2.7% | — |
| Corporations and other businesses | Fewer than 5 | $7.15M | 4.6% | — |
| Total | 127 | $156M | 100% | — |
- Clients
- 76
- Regulatory AUM
- $23.9M
- AUM share
- 15.4%
- Avg. per client
- $315K
- Clients
- 51
- Regulatory AUM
- $121M
- AUM share
- 77.4%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.17M
- AUM share
- 2.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $7.15M
- AUM share
- 4.6%
- Avg. per client
- —
Total
- Clients
- 127
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Taurum Retirement Partners charges 0.70%–1.15% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.15% |
| $1M–$2M | 1.00% |
| $2M–$5M | 0.85% |
| $5M and above | 0.70% |
Fee details and sources
Robert Sollis owns 75% or more of Taurum Retirement Partners. The leadership team of Taurum Retirement Partners includes Chief Compliance Officer Robert Sollis. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Taurum Retirement Partners, LLC
Robert Sollis
Control person · since October 2015
Taurum Retirement Partners’ regulatory assets grew from $114M (June 2024) to $156M (March 2026); clients rose from 112 to 127 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $156M | 127 | 2 | 1 |
| Mar 2025March 2025 | $143M | 124 | 2 | 1 |
| Jun 2024June 2024 | $114M | 112 | 2 | 1 |
Besides its headquarters, Taurum Retirement Partners has 0 offices, with 1 listed address in 1 state.
Arizona · 1 listed address
- 1921 S Alma School Road Suite 308, MesaHQ
Contact and registration details
- Legal name
- Taurum Retirement Partners, LLC
- Headquarters
- 1921 S Alma School Road Suite 308, Mesa, AZ 85210
- Website
- taurumfinancial.com
- Phone
- 480-626-2501
- @taurumretirementpartners
- SEC file
- 801-130407
- Structure
- Arizona LLC
- Fiscal year end
- December
Taurum Retirement Partners’ named custodian for separately managed accounts is Charles Schwab ($156M). Taurum Retirement Partners has custody of $46.8M for 58 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $156M100%
At year end, Taurum Retirement Partners’ separately managed accounts were mostly in funds (77%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds77%
- Bonds7%
- State and local bonds6%
- U.S. government and agency bonds1%
- Cash4%
How many clients does Taurum Retirement Partners have?
Taurum Retirement Partners has 127 clients and manages $156 million for them, as of March 2026. They include 76 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Taurum Retirement Partners offer?
Taurum Retirement Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Taurum Retirement Partners charge?
Taurum Retirement Partners charges 0.70%–1.15% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: TAURUM RETIREMENT PARTNERS BROCHURE, filed 25 March 2026
Which custodians does Taurum Retirement Partners use?
Taurum Retirement Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $156M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Taurum Retirement Partners have?
Taurum Retirement Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Taurum Retirement Partners invest in?
At the end of its last fiscal year, Taurum Retirement Partners’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 6% state and local bonds, 4% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Taurum Retirement Partners?
Taurum Retirement Partners’ direct owner is Robert Sollis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Taurum Retirement Partners get paid?
Taurum Retirement Partners is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Taurum Retirement Partners?
Taurum Retirement Partners’ main office is at 1921 S Alma School Road Suite 308, Mesa, AZ 85210. Its phone number is 480-626-2501. Its website is taurumfinancial.com.