# Table Rock Financial Planning

Table Rock Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149401
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149401

## About

Table Rock Financial Planning is a state-registered investment adviser with $39 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at Table Rock Financial Planning?

No named principals or investment committee members are publicly documented for Table Rock Financial Planning. The firm's leadership structure is not disclosed in available sources.

### Where is Table Rock Financial Planning based?

The firm's headquarters city and state are not confirmed from public sources. It operates as a US-registered investment advisor.

### Does Table Rock Financial Planning disclose its assets under management?

No AUM figure is publicly available. The firm does not appear to voluntarily disclose its scale.

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- [D/W Financial Consultants LLC](https://altss.com/profile/dw-financial-consultants-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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