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
- Individuals65.26%
- HNWI34.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Table Financial Planning LLC is an independent RIA organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars/workshops. Its fee model is flexible: percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The snapshot indicates the firm is not an active ESG investor and is not set up as a capital allocator into third‑party alternative managers.
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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