Keesha Tyler LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
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 location
Keesha Tyler LLC
Chicago IL, United States
Number of offices
1
Most active in
Keesha Tyler LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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