Firm
The Table Financial Planning LLC
Fountain Hills, Arizona
Fee-only
The Table Financial Planning LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 120 individual clients, 22 of them high net worth.
- Its average account is about $196,000 (assets it manages divided by its 382 accounts).
- Its ongoing planning fee starts at $4,800 a year, in line with the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Fountain Hills, Arizona |
|---|---|
| Website | thetablefinancialplanning.com |
| [email protected] | |
| Phone | (618) 363-4050 |
The Table Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our fees start at $400/month for both couples and individuals." source
"No investment minimums or asset management requirements." source
"Our fees start at $400/month for both couples and individuals." source
"You pay us like you would a gym membership. We require an initial one year commitment and monthly thereafter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 98 |
| High-net-worth clients | 22 |
| Accounts managed | 382 |
| Employees | 4 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 291812 |