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Sarasota, FL 34238
941-228-1312
About Tableaux Wealth
At Tableaux Wealth, we help clients move from financial uncertainty to confidence by designing, implementing, and monitoring an evolving financial picture, so money supports your life--not the other way around.
Our work spans financial planning, investment management, tax strategies, insurance planning (including long-term care), estate planning, and wealth transfer, plus personal coaching when markets or life changes create uncertainty.
Clients value us most for how we work day-to-day:
--We explain everything. Teaching is part of our process. If you don't know, we want you to ask, and we'll translate complexity into clear, practical choices.
--We handle the details, big and small. From helping you open and organize accounts to coordinating the moving pieces across your financial life, we aim to make the process easier and less stressful.
--We're available for real-life decisions. Clients call us not only about planning and investing. They reach out before buying a car, evaluating a big expense, or visiting an assisted-living community. They want a trusted sounding board who understands their whole picture.
--We quarterback your professional team. We actively collaborate with your CPA, estate planning attorney, and other specialists. Clients often ask us to join meetings and help translate the implications into next steps.
Our clients include many single women, who appreciate our straightforward, respectful approach and our willingness to guide them through every step until they feel fully understood and in control.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
5-9
automated call
Yes
Firm CRD#
319355
Name of Custodial Firm
Fidelity, Schwab
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses
Services
Investment Types
Options & Futures, Mutual Funds, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Email, Your Office, Your Home, Video Conference, Our Offices
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
300
Firm's Number of Planning Clients
300
Firm's Number of Managed Clients
275
Assets Managed by Firm
$230,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Hourly, Based on Assets, Flat Fee
Fee % Based on Assets
0.5-1.25
Hourly Rate
$300/hr
Minimum Fee Charged for Hourly Planning Accounts
$300
Education
B.A. - English
The College of William & Mary
1980 -1984
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893329/retirementplanning-Tableaux-Wealth-detailed-disclosure.html
Disclaimer
Tableaux LLC ("Tableaux Wealth") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Tableaux Wealth provides investment advisory and related services for clients nationally. Tableaux Wealth will maintain all applicable registration and licenses as required by the various states in which Tableaux Wealth conducts business, as applicable. Tableaux Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.