Tableaux provides financial planning, portfolio management for individuals and small businesses, and education planning. Financial planning was provided to 11–25 clients last fiscal year.
Tableaux reports 209 clients. They include 148 individual clients and 61 high-net-worth individuals. Of its assets, 89.0% ($204M across 606 accounts) are managed with discretion; $25.3M across 11 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 29% |
| High-net-worth individuals | 29% | 71% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 148 | $66.5M | 28.9% | $449K |
| High-net-worth individuals | 61 | $163M | 71.0% | $2.68M |
| Charitable organizations | Fewer than 5 | $91.8K | 0.0% | — |
| Total | 209 | $230M | 100% | — |
- Clients
- 148
- Regulatory AUM
- $66.5M
- AUM share
- 28.9%
- Avg. per client
- $449K
- Clients
- 61
- Regulatory AUM
- $163M
- AUM share
- 71.0%
- Avg. per client
- $2.68M
- Clients
- Fewer than 5
- Regulatory AUM
- $91.8K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 209
- Regulatory AUM
- $230M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Tableaux charges 0.40%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $2,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly at $300 an hour, or a fixed fee of $1,000 to $10,000 for clients not in wealth management; negotiable.
- Trust and Estate Services
- Trustee and executor services at $300 an hour, in addition to wealth management fees.
Matthew Chester owns 75% or more of Tableaux. The leadership team of Tableaux includes Chief Compliance Officer Matthew Chester. It has 7 employees, 5 of them in advisory roles.
Leadership
Matthew ChesterManaging Director, Financial Advisor, and Chief Compliance Officer
Luke DelormeDirector of Financial Planning and Financial Advisor
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of Tableaux LLC
Matthew Chester
Control person · since June 2022
- Owns 25% to 50% of Tableaux LLC
Luke Delorme
Control person · since August 2024
Tableaux’s regulatory assets grew from $154M (June 2025) to $230M (July 2026); clients rose from 157 to 209 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $230M | 209 | 7 | 5 |
| Jun 2025June 2025 | $154M | 157 | 7 | 5 |
Besides its headquarters, Tableaux has 4 offices (4 private residences, listed without an address), with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 80 Maple Avenue, Suite 5, Great BarringtonHQ
Contact and registration details
- Legal name
- Tableaux LLC
- Headquarters
- 80 Maple Avenue, Suite 5, Great Barrington, MA 01230
- Website
- tableaux.com
- Phone
- 413-264-2400
- @tableauxwealth
- SEC file
- 801-131336
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Tableaux’s named custodians for separately managed accounts are Fidelity ($146M, 63%) and Charles Schwab ($84.1M, 37%). Tableaux has custody of $134M for 97 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $84.1M37%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $146M63%
At year end, Tableaux’s separately managed accounts were mostly in stocks (73%) and funds (21%).
What the accounts hold
- Stocks73%
- Funds21%
- Registered funds20%
- Pooled vehicles1%
- Bonds1%
- Cash5%
How many clients does Tableaux have?
Tableaux has 209 clients and manages $230 million for them, as of July 2026. They include 148 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does Tableaux offer?
Tableaux provides financial planning, portfolio management for individuals and small businesses, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Tableaux charge?
Tableaux charges 0.40%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $2,500 annual minimum.
Which custodians does Tableaux use?
Tableaux’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $146M and Charles Schwab & Co., Inc. (Westlake, TX), with $84.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does Tableaux have?
Tableaux has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tableaux invest in?
At the end of its last fiscal year, Tableaux’s separately managed accounts held 73% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tableaux?
Tableaux’s direct owners are Matthew Chester (75% or more) and Luke Delorme (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does Tableaux get paid?
Tableaux is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tableaux?
Tableaux’s main office is at 80 Maple Avenue, Suite 5, Great Barrington, MA 01230. Its phone number is 413-264-2400. Its website is tableaux.com.