Taub Investment Planning Services LLC

Overview

Taub Investment Planning Services LLC is a small, independent registered investment adviser serving individual and family clients. The firm focuses on financial planning, discretionary and non-discretionary portfolio oversight for individuals and small businesses, and selecting third‑party advisers or subadvisors when appropriate. Its business model mixes asset‑based fees with hourly and fixed engagement options, plus other fee arrangements, which suggests flexibility for one‑off planning work as well as ongoing portfolio management. The adviser reports no active ESG investing stance and is not structured as a multi‑state or pension consultant firm. It lists an industry affiliation with a law firm, which may influence referral relationships or the client mix. The firm identifies itself as a capital allocator, implying it places client assets into externally managed pooled vehicles or recommended managers rather than running large proprietary portfolios.

Assets & Accounts

Public Holdings

Location & Offices