Table Rock Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240/hr

“Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs, complexity, among other factors, and at our current rate of $240 per hour.”

Annual fee

$1,200⁠-⁠$12,000/yr

“This is typically a negotiated fixed annual fee ranging from $1,200 - $12,000 that is paid in advance on a quarterly basis, but other payment schedules can be negotiated.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Table Rock Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “You are billed for the actual time spent by our firm; assessed in $30 (7.5 minute) increments, and a partial increment will be treated as a whole.”
• “The balance of fees due are payable immediately upon our presentation of the plan or advice to you or your legal agent.”
• “Fees for these services are negotiable at the discretion of our firm principal and comparable services may be provided elsewhere for a lower fee.”

How Table Rock Financial Planning’s fees compare

• Its hourly rate of $240 is below the Idaho median of $250. 33% of the 43 other Idaho planners that publish an hourly rate charge less.
• 3 of the 11 other planners in Boise that publish an hourly rate charge less.
• Its annual fee of $1,200-$12,000 spans the Idaho median of $3,794. 64% of the 11 other Idaho planners that publish an annual fee charge less.
• 3 of the 4 other planners in Boise that publish an annual fee charge less.

About Table Rock Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$39,390,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149401

Website

tablerockfinancial.com (opens in new tab)

Phone

(208) 629-2349

Other planners in Boise that publish fees

• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Arrien Investments, Inc.Boise$100⁠-⁠$275/hr
• Aspen Capital Management, LLCBoise$1,250/qtr
• Boise River Financial PlanningBoise$250/hr, $1,000⁠-⁠$6,000
• Figure 8 Investment Strategies LLCBoise$500⁠-⁠$20,000
• Fourthrock Financial CorporationBoise$300/hr

Compare all 30 planners in Boise