Table Rock Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Table Rock Financial Planning is a fee-only, state-registered investment adviser that offers financial planning, investment consultation, and discretionary investment supervisory services to individuals, trusts, estates, pension plans, and businesses. Engagement options include hourly or project-based planning, retainer arrangements, and ongoing portfolio management under a discretionary agreement.
The firm’s investment approach centers on strategic asset allocation, broad diversification, and the use of low-cost passive index funds, with selective tilts toward value, small-cap, and international exposures where appropriate. Portfolios are guided by a written investment policy statement and subject to periodic monitoring and reviews, and the firm typically conducts an initial planning engagement before implementing discretionary management.
Notable features that distinguish the firm include a mixed-fee model that combines hourly/project work, retainers, and a blended fixed-plus-asset-based fee for supervisory services, and a small, concentrated client base—reporting roughly $39.4 million in assets under management across 17 clients—which supports more individualized oversight. The firm also provides implementation assistance for employer retirement accounts using client-authorized access with an independent annual verification process, and is overseen by a CFP®-certified principal with advanced finance credentials and long corporate finance experience.
Client services
Expertise
Fee options
Fixed/project-based fees generally based on estimated hours multiplied by hourly rate; retainer arrangements typically ranging from $1,200 to $12,000 annually for financial planning services; investment supervisory services retainer arrangements range from $4,000 to $18,000 annually
$0 - $1,000,000: 0.40% $1,000,001+: 0.30%
$240 per hour
Retainer arrangement for financial planning services typically negotiated fixed annual fee ranging from $1,200 to $12,000 paid quarterly in advance; investment supervisory services retainer arrangements range from $4,000 to $18,000 annually paid quarterly in arrears
Minimum fee: Fixed fee component ranges from $800 to $2,000 annually Fee-only: Financial planning and investment consultation services provided on an hourly basis at $240 per hour; also available on a fixed/project basis and as negotiated retainer arrangements ($1,200 - $12,000 annually)
Main office
Boise ID
Advisors at this office
1
Most active in
Idaho · Texas
Also doing business as
Table Rock Financial Planning · Table Rock Financial Planning, LLC
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.
Forms ADV
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