RIA Intel›Advisers›Idaho›TABLE ROCK FINANCIAL PLANNING, LLC

TABLE ROCK FINANCIAL PLANNING, LLC

Advisory

ID

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$448K

across 88 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

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INTERFUND CAPITAL CORPORATION

$34M

TAYLOR FINANCIAL LLC

$46M

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