Leah Nelson
The Table Financial Planning · Saratoga Springs, Utah
Leah Nelson is a fee-only financial advisor at The Table Financial Planning in Saratoga Springs, Utah, 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 | Saratoga Springs, Utah |
| 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 6804551 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.thetablefinancialplanning.com |
How Leah'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 Leah
Is Leah Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leah 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 Leah charge for financial advice?
Leah's firm, The Table Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leah Nelson based?
Leah Nelson is based in Saratoga Springs, Utah.
What credentials does Leah Nelson hold?
Leah Nelson holds the CFP credential.
Is Leah Nelson registered with the SEC?
Yes. Leah Nelson is registered as an investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT and VA (CRD 6804551), 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 Leah Nelson?
Through Leah'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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