Richard Boss
Table Rock Financial Planning, LLC. · Boise, Idaho
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.
Request an introduction to Richard →
Specialties
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 |
| Assets under management | $39.4M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, TX · CRD 5636537 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tablerockfinancial.com |
| Profile |
How Richard's firm compares
- A one-time plan starts at $375, below the US median of $2,000 for fee-only firms that publish prices.
- Table Rock Financial Planning, LLC.'s average account is about $448,000, from its Form ADV (assets managed divided by 88 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Table Rock Financial Planning, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.