SJ Boyle Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,083,686
Total clients
46
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$523,558
About
SJ Boyle Wealth Planning provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients. The firm creates an Investment Policy Statement for each client and monitors portfolios with attention to goals, tax considerations, and documented risk tolerance.
The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, with allocations tailored to each client’s time horizon and risk profile. SJBWM manages assets in‑house rather than using third‑party managers, seeks best execution, permits client‑directed brokerage, and recommends TD Ameritrade Institutional as a custodian.
Distinctive aspects noted in the brochure include no account minimums and fee deductions taken directly from client accounts with concurrent custodian invoices; the firm also does not aggregate (block) trades for multiple clients, which it acknowledges may affect execution. The brochure discloses a prior regulatory matter—late registration in Vermont—which was resolved by stipulation and payment of a fine.
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.55%
$200 per hour
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.
Main office location
SJ Boyle Wealth Planning, LLC
45 Lyme Road, Suite 204 A
Hanover NH 03755, United States
Number of offices
1
Forms ADV
Quick links
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