Sherry Irwin
The Table Financial Planning · Fountain Hills, Arizona
Sherry Irwin is a fee-only financial advisor at The Table Financial Planning in Fountain Hills, Arizona. The Table Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Sherry →
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 |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT, VA · CRD 7688773 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.thetablefinancialplanning.com |
How Sherry's firm compares
- The Table Financial Planning's average account is about $196,000, from its Form ADV (assets managed divided by 382 accounts).
Request an introduction to Sherry
Tell Sherry a little about what you're looking for. Sherry isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sherry
Is Sherry Irwin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sherry 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 Sherry charge for financial advice?
Sherry's firm, The Table Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sherry Irwin based?
Sherry Irwin is based in Fountain Hills, Arizona.
Is Sherry Irwin registered with the SEC?
Yes. Sherry Irwin is registered as an investment adviser representative in AZ, CA, CO, FL, GA, IA, TX, UT and VA (CRD 7688773), 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 Sherry Irwin?
Through Sherry'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.
See something wrong? Request a correction. Read our methodology.