PlannerFees

Tayyib Investments LLC fees and pricing

Financial planner in Toledo, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 3, 2026, Tayyib Investments LLC charges $90⁠-⁠$160 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$90⁠-⁠$160/hr
“A) Hourly Fee Arrangements- Applicable to Single-goal financial planning & Investment assessment services Hours Billed 1 2 and beyond Fee charged $90.00 $160.00/hour Hourly fees are calculated in 15-minute increments.”

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

How Tayyib Investments LLC bills

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

  • “Successive portfolio optimizations performed more than once a year fall under portfolio reviews and are billed on an hourly basis (please see portfolio reviews below).”
  • “Fees are disclosed and agreed upon with clients in advance of entering into an advisory agreement.”
  • “For hourly services, the clients are billed in arrears at the end of each calendar month, or upon termination/completion of services-whichever comes first.”

How Tayyib Investments LLC’s fees compare

  • Its hourly rate of $90-$160 is below the Ohio median of $250. 5% of the 219 other Ohio planners that publish an hourly rate charge less.
  • None of the 2 other planners in Toledo that publish an hourly rate charge less.

About Tayyib Investments LLC

“Financial Planning/Wealth Advice (Hourly or Flat-rate) The Firm offers personalized financial planning services designed to address a variety of client objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

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
2% a year
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
341078
Website
tayyibinvestments.com (opens in new tab)
Phone
(419) 570-9570

Other planners in Toledo that publish fees

Compare all 8 planners in Toledo

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.