Mark Chisenhall is a CFA-designated registered investment advisor at Taurus Financial Planning, based in Bentonville, AR, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
There is a minimum fee of $5,000 to engage in our comprehensive wealth management service, which may be waived at TFP’s discretion. At no point will the annual fee charged to the Client exceed 2% of a client’s assets under management at TFP.
Fee Estimator
Location
Bentonville, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Taurus Financial Planning
Previous Registrations
Boston Mountain Money Management, INC.
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
State Registrations1 state
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