Keesha Tyler is a CFP-designated registered investment advisor at Keesha Tyler LLC, based in Chicago, IL, with 12 years of industry experience. Keesha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Keesha Tyler LLC offers ongoing financial planning with three options: Simple, Comprehensive, and Distribution plans. These plans include a written financial plan, access to a financial planning portal, ongoing advice via email and phone, and at least two one-hour meetings per year.
- Simple Plan: For clients with fewer assets, focusing on debt reduction and wealth accumulation. Costs $1,000-$2,500 upfront, plus $150-$250 per quarter.
- Comprehensive Plan: For clients with more complex financial goals. Costs $2,500-$5,000 upfront, plus $250-$500 per quarter.
- Distribution Plan: For pre-retirees and retirees, focusing on retirement income and tax-efficient distributions. Costs $1,500-$5,000 upfront, plus $250-$500 per quarter.
Keesha Tyler LLC offers limited scope financial planning on a fixed fee basis for clients who do not require ongoing financial planning. The fixed fee ranges from $1,000 to $7,500, depending on the complexity and the client’s needs. Half of the fee is due at the beginning of the process and the remainder is due at completion of work.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keesha is a partner at Tyler Financial Group LLC, where her duties include business accounting/advisory and personal/business tax prep and consulting. This takes about half of Keesha's time.
Employment History
Current Registrations
Keesha Tyler LLC
Previous Registrations
Financial Network Investment Corporation
State Registrations1 state
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