Leah Nelson
Leah Nelson is a CFP-designated registered investment advisor at The Table Financial Planning LLC, based in Saratoga Springs, UT, with 4 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 113 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Location
Saratoga Springs, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Table Financial Planning LLC
Previous Registrations
Del-Sette Capital Management, LLC
Smedley Financial Services INC
Securities America, INC.Broker
State Registrations5 states
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