The Table Financial Planning LLC fees
Financial planner in Fountain Hills, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 29, 2026, The Table Financial Planning LLC (Fountain Hills, AZ) charges $300 an hour and an annual fee of $100-$7,200 for financial planning.
- Website: thetablefinancialplanning.com (opens in new tab)
- Call (618) 363-4050
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Arizona median of $300; 42% of the 84 other planners in Arizona that publish an hourly rate charge less. The one other planner in Fountain Hills charges less.
“The Hourly Financial Planning fee is a non-negotiable hourly rate of $300.00 per hour.”
- Annual fee
- $100-
$7,200/yr Below the Arizona median of $12,000; 1 of the 14 other planners in Arizona that publish an annual fee charges less.
“The annual fee is divided into equal monthly payments of $100–$600 ($1,200-$7,200 annually) based on complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How The Table Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Comprehensive Financial Planning is offered as an annual planning engagement, payable in monthly installments.”
- “Upon termination, fees are prorated to the termination date and any unearned fees are refunded.”
- “All hourly fees will be payable upon completion of engagement.”
About The Table Financial Planning LLC
“We also offer 401(k) plans for small businesses, providing participant education, basic financial planning service, and investment advice to participants.”
- Principal: Andrea Clark
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 107
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $85.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 29, 2026
- CRD number
- 291812 (opens in new tab)
- Phone
- (618) 363-4050
Registered in 9 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Texas, Utah, Virginia
Other planners in Fountain Hills that publish fees
- Scenario Wealth Management LLCFountain HillsHourly $250/hr
More planners in Arizona that publish fees
- Coats Wealth ManagementGilbertFlat $450-$1,000
- Ridgeline Private WealthMesaFlat $5,000-$75,000
- Imagine Financial ServicesLake Havasu CityFlat $7,500, Monthly $250/mo
- DecisionPoint Financial, LLCMesaHourly $150-$300/hr, Flat $2,000-$15,000
- Haws Financial Planning LLCSierra VistaHourly $100-$500/hr, Flat $950-$10,000
- Covenant Financial Advisors, LLCPhoenixHourly $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.