# Matthew Taub

> Matthew Taub is a fee-only financial advisor at Taub Investment Planning Services in Beachwood, Ohio. Taub Investment Planning Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-taub/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Taub Investment Planning Services
- **Based in:** Beachwood, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $273K across 1 accounts
- **Works with:** Founders, Executives, Retirees, Pre-retirees
- **CRD:** 6561641 (https://adviserinfo.sec.gov/individual/summary/6561641)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2016), Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.taubinvestments.com

## Frequently asked questions

### Is Matthew Taub a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Taub Investment Planning Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, Taub Investment Planning Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Matthew work with clients virtually?

Yes. Taub Investment Planning Services says on its website that it works with clients remotely.

### Where is Matthew Taub based?

Matthew Taub is based in Beachwood, Ohio.

### Is Matthew Taub registered with the SEC?

Yes. Matthew Taub is registered as an investment adviser representative in OH (CRD 6561641), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taub Investment Planning Services manage?

Taub Investment Planning Services reports $273K across 1 accounts in assets under management.

### How do I contact Matthew Taub?

Through Matthew's website, www.taubinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6561641): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://taubinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.