Firm
Table Rock Financial Planning, LLC.
Boise, Idaho
Fee-only
Table Rock Financial Planning, LLC. at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 16 of them high net worth.
- Its average account is about $448,000 (assets it manages divided by its 88 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | tablerockfinancial.com |
| Phone | (208) 629-2349 |
Table Rock Financial Planning, LLC. fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $375 |
|---|---|
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Simple Investment Plan: $375–$725" source
"by the hour, by the project, or on an ongoing basis" source
"by the hour, by the project, or on an ongoing basis" source
"by the hour, by the project, or on an ongoing basis" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $39 million |
| Individual clients | 1 |
| High-net-worth clients | 16 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 149401 |