A complete list of active advisors currently associated with The Table Financial Planning LLC
Warmer can help you find a great advisor at The Table Financial Planning LLC or one who fits your needs even better.
The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients—including both non‑HNW and high‑net‑worth individuals—and to small business owners seeking retirement plan consulting. Services described in the brochure include ongoing and project‑based financial planning, investment management (as part of comprehensive planning), and retirement plan consulting with participant education and implementation support. The firm’s investment approach is centered on passive investment management and Modern Portfolio Theory, using client‑specific Investment Policy Statements to build diversified portfolios of index mutual funds and ETFs and emphasizing tax efficiency and long‑term allocation. Ongoing clients receive a structured planning process with an initial “get organized” phase, delivery of a written plan and IPS, twice‑annual comprehensive plan reviews, and quarterly account reviews for investment management; cryptocurrency is treated as a highly volatile outside asset rather than part of the core strategy. Distinctive aspects noted in the brochure include a staff with military financial planning credentials (MQFP®) and experience providing planning to military and veteran families, and the firm’s disclosure that in some engagements third parties (for example, organizations arranging services for surviving military family members) pay the firm directly for advisory services. The most recent brochure also documents the firm’s decision to remove educational speaking and seminars as a standalone offering while continuing participant education within retirement plan consulting and occasionally accepting third‑party compensation for specific client programs.
To learn more about the advisors currently working at The Table Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fountain Hills, AZ
| 8
| |
Fountain Hills, AZ
| 3
| |
Fountain Hills, AZ
| 4
| |
Fountain Hills, AZ
| 1
|
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