Matthew Taub
Taub Investment Planning Services · Beachwood, Ohio
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.
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Who they serve
- Founders
- Executives
- Retirees
- Pre-retirees
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 |
| Assets under management | $273K across 1 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6561641 |
| Exams passed | Series 63 (2016) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.taubinvestments.com |
How Matthew's firm compares
- Taub Investment Planning Services's average account is about $273,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Taub Investment Planning Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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