Roundtable Planning & Investments

Overview

Roundtable Planning & Investments operates as a small limited liability company focused on fee-based financial advice and discretionary portfolio management. The firm bills clients through a combination of percentage-of-assets and fixed fees and delivers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its filing indicates a deliberate emphasis on actively managed, discretionary relationships with a clear preference for equity exposures. The adviser is not positioned as an ESG investor, is not a multi-state adviser, and does not advertise pension consulting or related-adviser structures. The legal ownership is an individual-owner model and the adviser is classified as unclassified in the filing; the SEC registration year is not provided in the materials. The business model and service list point to a boutique practice that blends planning, small-business advisory and hands-on portfolio management for a limited number of clients.

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Location & Offices