T.i.p.s. 4 Reps fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$50,000

“Fixed fees are negotiable, but are generally set at a flat rate ranging between $1,000 and $50,000, depending on factors such as the amount of assets involved, complexity, and the overall scope of services to be provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How T.i.p.s. 4 Reps bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Retirement Plan Advisory Services Retirement plan advisory fees are paid quarterly, in advance, or at the end of each calendar quarter (“Billing Period”), pursuant to the terms of the retirement plan advisory agreement.”
• “Fees may be negotiable at the Advisor’s discretion.”
• “When the Advisor provides retirement plan advisory services directly, without a referral to an Independent Manager (discussed below), the relevant retirement plan advisory fees are payable to the Advisor.”

How T.i.p.s. 4 Reps’ fees compare

• Its flat or project fee of $1,000-$50,000 spans the Ohio median of $3,250. 97% of the 199 other Ohio planners that publish a flat or project fee charge less.

About T.i.p.s. 4 Reps

• Firm size: 3 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

7

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$10,656,700

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291568

Website

tips4reps.com (opens in new tab)

Phone

(440) 937-4242

Can advise clients in 2 states: California, Ohio

Other planners in Avon that publish fees

• Right Investment Team LLCAvon$200⁠-⁠$1,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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