Firm
Taub Investment Planning Services
Beachwood, Ohio
Fee-only
Taub Investment Planning Services at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its average account is about $273,000 (assets it manages divided by its 1 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Beachwood, Ohio |
|---|---|
| Website | taubinvestments.com |
| Phone | (347) 621-8742 |
Taub Investment Planning Services fees
Taub Investment Planning Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 322362 |