Keesha Tyler LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2023, Keesha Tyler LLC charges $325 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“The hourly rate is $325 per hour, depending on complexity and the needs of the client.”
- Flat or project fee
- $1,000-$2,500
“Simple Financial Plan consists of an upfront charge of $1,000 - $2,500, based on complexity and the client’s needs, and an ongoing fee that is paid quarterly, in arrears, at the rate of $150 - $250, per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Keesha Tyler LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Since fees are paid in arrears, no rebate will be needed upon the termination of the account.”
How Keesha Tyler LLC’s fees compare
- Its hourly rate of $325 is above the Illinois median of $273. 67% of the 215 other Illinois planners that publish an hourly rate charge less.
- 33 of the 54 other planners in Chicago that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$2,500 is below the Illinois median of $4,500. 15% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 6 of the 41 other planners in Chicago that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Keesha Tyler LLC
- Principal: Keesha Tyler
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297356
- Phone
- (312) 214-3132
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.