Table Rock Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,390,000
Total clients
17
94% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$2,317,059
About
Table Rock Financial Planning is a fee-only, state-registered investment adviser that offers financial planning, investment consultation, and discretionary investment supervisory services to individuals, trusts, estates, pension plans, and businesses. Engagement options include hourly or project-based planning, retainer arrangements, and ongoing portfolio management under a discretionary agreement.
The firm’s investment approach centers on strategic asset allocation, broad diversification, and the use of low-cost passive index funds, with selective tilts toward value, small-cap, and international exposures where appropriate. Portfolios are guided by a written investment policy statement and subject to periodic monitoring and reviews, and the firm typically conducts an initial planning engagement before implementing discretionary management.
Notable features that distinguish the firm include a mixed-fee model that combines hourly/project work, retainers, and a blended fixed-plus-asset-based fee for supervisory services, and a small, concentrated client base—reporting roughly $39.4 million in assets under management across 17 clients—which supports more individualized oversight. The firm also provides implementation assistance for employer retirement accounts using client-authorized access with an independent annual verification process, and is overseen by a CFP®-certified principal with advanced finance credentials and long corporate finance experience.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
General tax planning
Passive / index investing
Fee options
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)
Most active in
Table Rock Financial Planning has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")