AccounTable Wealth Planning
- Sam PatelFinancial Advisor · Company website
- Tobin ThomasAssociate Financial Advisor · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
AccounTable Wealth Planning is a personal advisory board offering coordinated tax strategy, accounting, financial planning, business consulting, and insurance services. It serves business owners, real estate investors, growing families, and high net worth professionals.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Plan Group Financial · brand it sells or installs
- Private Client Services · brand it sells or installs
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- HS-REAL ESTATE INC · Norman, 20 mi · $311.3M
- WATERMARK CANTERBURY, LLC · Oklahoma City, 3 mi · $133.0M
- COATES FIELD SERVICE, INC. · Oklahoma City, 2 mi · $107.8M
- PRICE EDWARDS & COMPANY, INC · Oklahoma City, 6 mi · $67.1M
- QUAIL RIDGE SENIOR DEVELOPMENT, LLC · Oklahoma City, 5 mi · $61.4M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| AccounTable Wealth Planning this business | $1.1M | — |
| Plangroup Oklahoma City | $1.3M | 0.0 mi |
| American Fidelity Assurance Company Oklahoma City | $815K | 0.5 mi |
| American Fidelity Assurance Company Oklahoma City | $815K | 0.5 mi |
| American Fedility Assurance Oklahoma City | $815K | 0.5 mi |
| Gain Mortgage Group Oklahoma City | $1.1M | 0.6 mi |
| Global Retailers, Inc. Oklahoma City | $1.1M | 0.7 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“Sri began his career in financial services in 2009 at a Fortune 100 company.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About AccounTable Wealth Planning
AccounTable Wealth Planning is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2025. It is owned by Srikant Jonnada (Founder & Financial Advisor). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns AccounTable Wealth Planning?
- AccounTable Wealth Planning is owned by Srikant Jonnada (Founder & Financial Advisor), according to public sources such as the company's website or filings.
- How much revenue does AccounTable Wealth Planning make?
- SeeBITDA estimates AccounTable Wealth Planning's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is AccounTable Wealth Planning worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was AccounTable Wealth Planning founded?
- AccounTable Wealth Planning has been in business since 2025.