$39.4M Total AUM
$39.4M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2009
- Office Locations
- 1
Office Locations
-- Boise ID
About Table Rock Financial Planning
Table Rock Financial Planning is a fee-only RIA in Boise serving Southwest Idaho, offering comprehensive financial planning delivered hourly, project-based, or ongoing. The firm provides objective, conflict-free guidance for individuals and families, with portfolio construction focused on asset allocation using ETFs and mutual funds. Member of the Garrett Planning Network; custodies primarily at Schwab and Fidelity.
Team overview
-- AVG AGE
$39.4M AVG AUM / ADVISOR
$525.2K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RICHARD KEITH BOSS
Managing Member, Owner, PRINCIPAL
- CRD
- #5636537
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,390,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,390,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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