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THE TABLE FINANCIAL PLANNING LLC

CRD 291812

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$57.4M

Discretionary AUM

$57.4M

Team

4 total employees; 4 advisory reps; 28 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals98$37.5M
High net worth individuals10$19.9M
Pension/profit sharing plans5—

All web addresses on file

Official SEC filing: View on IAPD