The Table Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 291812
- Custodians
- THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.24%
- HNWI37.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Table Financial Planning LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works with both individual and family clients as well as institutional relationships, providing comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its service menu also includes pension consulting, selection of other advisers, and educational seminars or workshops. The firm bills through a mix of percentage-of-AUM, hourly and fixed-fee arrangements and is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Sherry Irwin
Operations ConsultantCRD 7688773
Leah Nelson
Associate PlannerCRD 6804551
Andrea Clark
Business OwnerCRD 6895668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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