# The Table Financial Planning LLC

> The Table Financial Planning LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 291812
- Filed as: THE TABLE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291812
- AdvisorCensus page: https://advisorcensus.com/firm/the-table-financial-planning-llc-291812

## Quick answers

**How is The Table Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Table Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is The Table Financial Planning LLC registered with the SEC or a state?**
The Table Financial Planning LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291812.

**How much does The Table Financial Planning LLC manage?**
The Table Financial Planning LLC reports $74,964,883 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does The Table Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does The Table Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291812

**What changed in The Table Financial Planning LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $74,964,883
- Discretionary: $74,964,883
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $46,657,811 |
| High net worth individuals | 22 | $28,307,072 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thetablefinancialplanning.com
- Facebook @thetablefp
- LinkedIn @thetablefp
- YouTube @TheTableFP

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Table Financial Planning LLC (CRD 291812): Form ADV filing data as of October 2026.