Andrea Clark
Andrea Clark is a CFP-designated registered investment advisor at The Table Financial Planning LLC, based in Fountain Hills, AZ, with 8 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 3 more. 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
Contact
Andrea Clark
Location
Fountain Hills, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Table Financial Planning LLC
State Registrations6 states
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