Advisor at Table Rock Financial Planning
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Firm
Table Rock Financial Planning
Location
Boise, ID
Credentials
CFP®, Series 65
Industry experience
11 years
Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.
Based on Table Rock Financial Planning
Fixed/project-based fees generally based on estimated hours multiplied by hourly rate; retainer arrangements typically ranging from $1,200 to $12,000 annually for financial planning services; investment supervisory services retainer arrangements range from $4,000 to $18,000 annually
$0 - $1,000,000: 0.40% $1,000,001+: 0.30%
$240 per hour
Retainer arrangement for financial planning services typically negotiated fixed annual fee ranging from $1,200 to $12,000 paid quarterly in advance; investment supervisory services retainer arrangements range from $4,000 to $18,000 annually paid quarterly in arrears
Minimum fee: Fixed fee component ranges from $800 to $2,000 annually Fee-only: Financial planning and investment consultation services provided on an hourly basis at $240 per hour; also available on a fixed/project basis and as negotiated retainer arrangements ($1,200 - $12,000 annually)
Boise, ID
Idaho · Texas
Table Rock Financial Planning
2009 - Present (17 years)
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 65
Boise, ID
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