Table Rock Financial Planning

Table Rock Financial Planning (CRD# 149401) is a financial advisory firm headquartered in , . They manage $11,600,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $232,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, OR

Financial Advisors at Table Rock Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Richard K. Boss
CRD#: 5636537
Boise, ID
96
Wealthminder
score

Richard Boss (CRD# 5636537) is an Investment Advisor Representative working at Table Rock Financial Planning in Boise, ID and has over 8 years of experience in the finance industry. Richard Boss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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