Luke Delorme
Tableaux Wealth · Great Barrington, Massachusetts
Luke Delorme is a fee-only financial advisor at Tableaux Wealth in Great Barrington, Massachusetts, who holds the CFP and ChFC credentials. Luke focuses on estate & legacy planning, family wealth transfer and tax planning. Tableaux Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Tableaux Wealth |
|---|---|
| Based in | Great Barrington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $229.7M across 617 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA, TX · CRD 6628294 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.tableauxwealth.com |
| Profile |
How Luke's firm compares
- Tableaux Wealth's average account is about $372,000, from its Form ADV (assets managed divided by 617 accounts).
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Questions about Luke
Is Luke Delorme a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Tableaux Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Tableaux Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Delorme based?
Luke Delorme is based in Great Barrington, Massachusetts.
What does Luke specialize in?
Luke's specialties include estate & legacy planning, family wealth transfer and tax planning.
What credentials does Luke Delorme hold?
Luke Delorme holds the CFP and ChFC credentials.
Is Luke Delorme registered with the SEC?
Yes. Luke Delorme is registered as an investment adviser representative in MA and TX (CRD 6628294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tableaux Wealth manage?
Tableaux Wealth reports $229.7M across 617 accounts in assets under management.
How do I contact Luke Delorme?
Through Luke's website, www.tableauxwealth.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
- Tableaux Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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