Tableaux Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$154,325,991
Total clients
157
34% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
31
Average account size
$982,968
About
Tableaux Wealth provides investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning (including hourly and fixed-fee engagements), and retirement-plan advisory services across approximately $154 million in client assets and roughly 157 client relationships.
The firm’s investment process emphasizes fundamental analysis and modern portfolio principles with a generally long‑term orientation, while permitting tactical adjustments and the use of individual stocks, bonds, mutual funds, and low‑cost ETFs. Tableaux also employs derivatives and options in separately managed accounts for hedging or implementation purposes, and it monitors and rebalances accounts periodically to align with client objectives and risk tolerances.
Compared with peers, Tableaux is notable for operating from five offices despite a five‑advisor team, an arrangement that is uncommon among firms of this size, and for using the Pontera platform to manage held‑away defined‑contribution accounts with discretion. Tableaux maintains institutional relationships with Fidelity and Charles Schwab for custody and platform services, and its advisory team includes multiple credentialed planners (CFP®, ChFC®, CRPC®, AWMA®), which supports its blend of planning and portfolio management.
Client services
Fee options
Fixed financial planning fees range from $1,000 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$300 per hour
Fee-only: Investment advisory fees based on assets under management with tiered schedule as above; financial planning fees charged hourly or fixed fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Tableaux Wealth
Stockbridge MA, United States
Number of offices
5
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