RIA Intel›Advisers›Arizona›THE TABLE FINANCIAL PLANNING LLC

THE TABLE FINANCIAL PLANNING LLC

Advisory

AZ

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in AZ

#319

of 387 advisers by AUM

Average account

$196K

across 382 accounts

AUM per adviser

$19M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients125

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In8 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

125 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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