Boynton Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,749,768
Total clients
22
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$215,899
About
Boynton Financial works with individuals, families, and professionals to provide fee-based asset management, retirement planning, and access to securities, partnership interests, insurance products, and annuities. The firm delivers consolidated quarterly statements and year-end summaries to clients and maintains limited custody arrangements through custodians.
The firm establishes a risk profile at the start of the relationship and implements that profile using tools such as trailing stop-loss orders that are reviewed and adjusted monthly; it generally seeks discretionary authority but reviews proposed investments with clients prior to execution. Accounts are formally reviewed on a quarterly basis and the firm follows an internal code of ethics that prioritizes client orders ahead of personal trading.
Noteworthy features include offering multiple billing options beyond asset-based management (including hourly and fixed-fee engagements) and ongoing affiliations with insurance companies and law firms, with the firm stating that compensation from insurers is paid directly by those companies. The firm is a small, solo-operated practice with a relatively limited client roster and asset base, which may result in more direct advisor oversight than is typical at larger independent advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Occupation focus
Retired
Fee options
Fixed rates range from $300 to $1,000, negotiable depending on estimated time involved
1% annually, charged monthly as 1/12 of 1% per month
$150 per hour
Account minimum: $10,000
Most active in
Boynton Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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