Table Rock Financial Planning
RIASEC Registered
Total AUM
$39.4M
Discretionary
$39.4M
100% of AUM
Avg account
$448K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 149401
- Website
- www.tablerockfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.92%
- Individuals1.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Table Rock Financial Planning is an independent, individual-owned RIA that provides financial planning and portfolio management primarily to individuals and families and to small businesses. The firm charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. According to the snapshot data, it is not an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Richard Boss
PrincipalCRD 5636537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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