Keesha Tyler LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning services to individuals and high‑net‑worth clients, covering retirement, tax and estate planning, cash‑flow and debt management, business planning, and investment analysis. Deliverables include written or electronic financial plans, ongoing access via a client portal, and periodic meetings with annual plan reviews.
When offering investment recommendations as part of planning, the firm describes a primarily passive investment approach that emphasizes asset‑class allocations implemented with index mutual funds or ETFs; it states that it does not act as a discretionary investment manager. Engagements are offered on a variety of billing structures (ongoing retainer, fixed‑scope, and hourly) and the firm does not take custody of client assets.
Noteworthy differences from many peers include an affiliated tax and accounting practice operated by the firm’s principal, which the brochure indicates consumes a material portion of her time, and the explicit availability of hourly planning engagements. The firm also reports no discretionary or non‑discretionary assets under management and does not charge percentage‑of‑AUM or performance‑based fees.
Client services
Expertise
Fee options
Fixed Fee Financial Plan: $1,000 to $7,500 depending on complexity and client needs; half due at start, remainder at completion
$325 per hour, depending on complexity and client needs
Fee-only: Simple Financial Plan: Upfront fee $1,000 - $2,500 plus ongoing quarterly fee $150 - $250; Comprehensive Financial Plan: Upfront fee $2,500 - $5,000 plus ongoing quarterly fee $250 - $500; Distribution Financial Plan: Upfront fee $1,500 - $5,000 plus ongoing quarterly fee $250 - $500; Fixed Fee Financial Plan: $1,000 - $7,500 agreed before work; Hourly Fee Financial Plan: $325 per hour
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)