Andrea Clark
The Table Financial Planning LLC · Fountain Hills, Arizona
Andrea Clark is a fee-only financial advisor at The Table Financial Planning LLC in Fountain Hills, Arizona, who holds the AFC and CFP credentials. Andrea charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year and no asset minimum) and focuses on flat-fee planning and tax planning.
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Specialties
Facts
| Firm | The Table Financial Planning LLC |
|---|---|
| Based in | Fountain Hills, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $75.0M across 382 accounts |
| Credentials | AFC · CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT, VA · CRD 6895668 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | thetablefinancialplanning.com |
| Profile |
How Andrea's firm compares
- Ongoing planning starts at $4,800 a year, in line with the Arizona median of $4,800 for fee-only firms that publish prices.
- The Table Financial Planning LLC's average account is about $196,000, from its Form ADV (assets managed divided by 382 accounts).
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Questions about Andrea
Is Andrea Clark a fee-only financial advisor?
Yes. Andrea Clark is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrea's firm.
How does Andrea charge for financial advice?
Andrea charges a flat fee or retainer and an ongoing planning fee.
How much does Andrea charge?
According to The Table Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; no asset minimum.
Where is Andrea Clark based?
Andrea Clark is based in Fountain Hills, Arizona.
What does Andrea specialize in?
Andrea's specialties include flat-fee planning and tax planning.
What credentials does Andrea Clark hold?
Andrea Clark holds the AFC and CFP credentials.
Is Andrea Clark registered with the SEC?
Yes. Andrea Clark is registered as an investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT and VA (CRD 6895668), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Table Financial Planning LLC manage?
The Table Financial Planning LLC reports $75.0M across 382 accounts in assets under management.
How do I contact Andrea Clark?
Through Andrea's website, thetablefinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- The Table Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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