TABLE ROCK FINANCIAL PLANNING

TABLE ROCK FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 149401). Regulatory assets under management: $39.4M.

Registration

• CRD: 149401
• Type: Registered investment adviser
• Phone: 208-629-2349
• Latest filing: 2026-03-20
• Regulatory AUM: $39.4M
• Discretionary AUM: $39.4M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149401 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search