# Richard Boss

> Richard Boss is a fee-only financial advisor at Table Rock Financial Planning, LLC. in Boise, Idaho, who holds the CFP credential. Richard charges hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $375) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/richard-boss/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Table Rock Financial Planning, LLC.
- **Based in:** Boise, Idaho
- **Fee model:** Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $375
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $39.4M across 88 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 5636537 (https://adviserinfo.sec.gov/individual/summary/5636537)
- **SEC registration:** Investment adviser representative in ID, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.tablerockfinancial.com

## Frequently asked questions

### Is Richard Boss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Table Rock Financial Planning, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard charges hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Richard charge?

According to Table Rock Financial Planning, LLC.'s website, checked October 30, 2026: one-time plans from $375.

### Where is Richard Boss based?

Richard Boss is based in Boise, Idaho.

### What does Richard specialize in?

Richard's specialties include retirement planning.

### What credentials does Richard Boss hold?

Richard Boss holds the CFP credential.

### Is Richard Boss registered with the SEC?

Yes. Richard Boss is registered as an investment adviser representative in ID and TX (CRD 5636537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Table Rock Financial Planning, LLC. manage?

Table Rock Financial Planning, LLC. reports $39.4M across 88 accounts in assets under management.

### How do I contact Richard Boss?

Through Richard's website, www.tablerockfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5636537): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://tablerockfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.