Sheikh Investments, Inc. fees and pricing
Financial planner in Columbus, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2026, Sheikh Investments, Inc. charges $100-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“These fees are negotiable, but generally range from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sheikh Investments, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable. 3 Sheikh Investments, Inc.”
- “Clients may elect to be billed directly for fees or to authorize the Firm to directly debit fees from client accounts.”
- “The Firm does not bill more than $500 more than six months in advance.”
How Sheikh Investments, Inc.’s fees compare
- Its hourly rate of $100-$250 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
- 2 of the 20 other planners in Columbus that publish an hourly rate charge less.
About Sheikh Investments, Inc.
“We offer advice on retirement plans, stocks (exchange listed and over the counter), warrants, corporate debt, commercial paper, certificates of deposit, municipal securities, U.S.”
- Principal: Asim Sheikh
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.25% a year
- Clients
- 170
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $143,611,497
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305832
- Phone
- (614) 824-4652
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
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.