The Table Financial Planning LLC

The Table Financial Planning LLC (CRD# 291812) is a financial advisory firm headquartered in , . They manage $25,003,000 in 217 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
http://www.facebook.com/thetablefp
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $115,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IA, TX, VA

Financial Advisors at The Table Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrea Clark, financial advisor Fountain Hills AZ
Andrea J. Clark
CRD#: 6895668
Fountain Hills, AZ

Andrea Clark (CRD# 6895668) is an Investment Advisor Representative working at The Table Financial Planning LLC in Fountain Hills, AZ and has over 6 years of experience in the finance industry.

2
Sherry Irwin, financial advisor Fountain Hills AZ
Sherry A. Irwin
CRD#: 7688773
Fountain Hills, AZ

Sherry Irwin (CRD# 7688773) is an Investment Advisor Representative working at The Table Financial Planning LLC in Fountain Hills, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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