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 Advisers
Firm profile
FINTRXOverview
The Table Financial Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator, using outside managers where appropriate. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting capabilities, and the selection of other advisers. Clients are billed through a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not present itself 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
Leah Nelson
Associate PlannerCRD 6804551
Andrea Clark
Founder & OwnerCRD 6895668
Sherry Irwin
Operations ConsultantCRD 7688773
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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