Brian Voelker
The Table Financial Planning · Fountain Hills, Arizona
Brian Voelker is a fee-only financial advisor at The Table Financial Planning in Fountain Hills, Arizona, who holds the CFP credential. The Table Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Table Financial Planning |
|---|---|
| Based in | Fountain Hills, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $75.0M across 382 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT, VA · CRD 7658834 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.thetablefinancialplanning.com |
How Brian's firm compares
- The Table Financial Planning's average account is about $196,000, from its Form ADV (assets managed divided by 382 accounts).
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Questions about Brian
Is Brian Voelker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and The Table Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, The Table Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Voelker based?
Brian Voelker is based in Fountain Hills, Arizona.
What credentials does Brian Voelker hold?
Brian Voelker holds the CFP credential.
Is Brian Voelker registered with the SEC?
Yes. Brian Voelker is registered as an investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT and VA (CRD 7658834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Table Financial Planning manage?
The Table Financial Planning reports $75.0M across 382 accounts in assets under management.
How do I contact Brian Voelker?
Through Brian's website, www.thetablefinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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