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THE TABLE FINANCIAL PLANNING LLC
The Table Financial Planning LLC is a registered investment advisor providing financial planning services to individuals and families.
THE TABLE FINANCIAL PLANNING LLC
The Table Financial Planning LLC is a registered investment advisor (RIA) whose business model centers on delivering financial planning services to individuals and families. The firm's public registration as an RIA indicates it provides advice on investment strategies, retirement planning, and other financial matters. Its legal structure as an LLC suggests a relatively lean operational setup. The firm likely allocates client assets across a range of investment vehicles, including mutual funds, exchange-traded funds (ETFs), and individual securities. As a financial planner, it may also incorporate insurance products and annuities into client portfolios. The geographic focus appears to be domestic, likely serving clients within the United States. No public data is available on team size, additional offices, or total assets under management. The firm does not appear to operate any philanthropic vehicles or adjacent investment structures. Recent operational events are not publicly documented. The Table Financial Planning LLC's primary differentiator is its registered advisory status, which subjects it to fiduciary standards under the Investment Advisers Act of 1940. This regulatory posture signals a commitment to client-centered advice, though specifics on investment strategy or institutional reach remain undisclosed.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
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City
—
Corporate office
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Frequently asked questions
What type of firm is The Table Financial Planning LLC?
The Table Financial Planning LLC is registered with regulatory authorities as an investment advisor (RIA). This means it provides financial planning and investment advice to clients, operating under fiduciary standards. Unlike a single family office, it serves external clients rather than managing proprietary family capital.
Does The Table Financial Planning LLC manage its own capital or invest in alternative assets?
Based on available public information, the firm appears focused on financial planning for clients rather than proprietary capital management. There is no public evidence of direct investments in private equity, venture capital, hedge funds, or other alternative asset classes. Its primary activity is advisory, not principal investing.
Who are the principals of The Table Financial Planning LLC?
No named principals are publicly available in credible sources such as the firm's website, regulatory filings, or press coverage. The firm's ownership structure as an LLC may be held by one or more individuals, but those names are not in the public record. Potential clients should request this information directly from the firm.
What is The Table Financial Planning LLC's assets under management (AUM)?
The firm does not publicly disclose AUM figures. As a registered investment advisor, it may be required to report AUM in regulatory filings (Form ADV), but such disclosures are not typically made publicly accessible for smaller RIAs unless they exceed certain thresholds. The firm's AUM is therefore considered undisclosed.
What geographic region does The Table Financial Planning LLC serve?
The firm's legal name and registration suggest a U.S.-based operation, likely serving clients in one or more states. There is no public information indicating international offices or clientele. The firm's focus appears to be domestic, though exact service areas are not specified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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