CRD: 291812
THE Table Financial Planning LLC
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2018
- Office Locations
- 3
Office Locations
About THE Table Financial Planning LLC
The Table Financial Planning is a fee-only fiduciary firm providing comprehensive financial planning—tax, insurance/risk, benefits, education, retirement and Social Security optimization, cash-flow, debt, and basic estate planning. Flat monthly subscription with no investment minimums; welcomes DIY investors and can manage portfolios for no extra fee. Custody commonly at Schwab/Vanguard; portfolios are primarily ETF-based.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Andrea Jane Clark
Chief Compliance Officer, Owner
- CRD
- #6895668
- Ownership
- 75% or more
Sherry Ann Irwin
Chief Operating Officer, Owner
- CRD
- #7688773
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Leah Nelson
--
- CRD
- #6804551
BRIAN VOELKER
--
- CRD
- #7658834
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,964,883 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,964,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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