SJ Boyle Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,746,129
Clients
62
19% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
Very HighAverage account size
$495,905
About
SJ Boyle Wealth Planning provides ongoing portfolio management and comprehensive financial planning services to individuals and high‑net‑worth individuals. The firm documents client goals and risk tolerances in individualized Investment Policy Statements and manages roughly $30.7 million across about 62 client relationships, with no stated account minimum for its services.
The firm’s investment approach is based on modern portfolio theory and a long‑term trading horizon, implementing asset allocation, selection, and regular monitoring to align portfolios with each client’s objectives. All advisory assets are managed internally rather than through third‑party managers, and asset‑based fees are assessed and withdrawn from client custodial accounts with client authorization.
Operationally, the firm reports no soft‑dollar arrangements, does not participate in wrap fee programs, and does not aggregate (block) trades for multiple clients, a practice the brochure notes can affect execution prices in illiquid or volatile markets. The firm also disclosed a 2019 administrative oversight that resulted in a stipulation and consent order with the State of Vermont and payment of a fine.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.55%
Fee-only: Financial planning fees paid quarterly via check or wire, specific amounts not disclosed.
Main office location
SJ Boyle Wealth Planning, LLC
45 Lyme Road, Suite 204 A
Hanover NH 03755, United States
Number of offices
1
Most active in
SJ Boyle Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire · Vermont
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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