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George P Boyle Jr.

Advisor at Avantax Planning Partners, Inc. — Awendaw, SC

Updated today

Credentials

PFS™, Series 63, Series 66

Experience

20 years

Location

Awendaw, SC

Avantax Planning Partners, Inc.

Multi-team

Total advisors

252

Across 130 offices

Clients per advisor

30 Very Low

Avg AUM per client

$692,697 Typical

HNW client ratio

16% Typical

About

George Boyle Jr. is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has held roles at Avantax firms since 2007 as well as at Cetera Wealth Services since 2025. He is also president of G P Boyle & Associates, PC, a tax preparation and accounting firm, and serves as Chief Financial Officer for Retirement Plan Playbook, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025.

Client services

Based on Avantax Planning Partners, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Avantax Planning Partners, Inc.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Avantax Planning Partners, Inc.

Founder/Business Owner Attorney

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Fee options

Fixed

Flat fees for stand-alone financial planning services; negotiable and specified in client agreement.

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%

Commissions

Applicable only through affiliated broker-dealer or insurance services, separate from advisory fees.

Project-based

Hourly rates for financial planning services may be charged and are negotiable.

Other

Account minimum: $125,000 for Collateralized, Non-Purpose Loan Program; 0 for other services (no minimum explicitly stated or minimums are waivable/negotiable) Fee-only: Fixed or hourly fees for stand-alone financial planning services; fees are negotiable and specified in written agreement.

Location

See office

Awendaw, SC

Awendaw SC

Advisors at this office

1

Most active in

Pennsylvania · South Carolina

Work history

20 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Yardley, PA

Cetera

2025 - Present • 1 year

Schaumburg, IL

GW Tax and Accounting, LLC

2022 - Present • 4 years

Awendaw, PA

Avantax Planning Partners

2022 - Present • 4 years

Yardley, PA

Avantax Advisory services

2008 - 2025 • 17 years

Yardley, PA

Avantax Investment Services, INC.

2007 - 2025 • 18 years

Yardley, PA

G P Boyle & Associates, Pc

2003 - Present • 23 years

Yardley, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew M

Series 65

Daniel Island, SC

Reconstructing Wealth

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Concentrated stock management
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William T

Series 63, Series 65

Mt. Pleasant, SC

Ascension Wealth Advisors, LLC

William Thomas is a financial advisor with Ascension Wealth Advisors, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has operated as a sole proprietor from 1998 to 2020 and has been with Ascension Wealth Advisors since 2010. Ascension Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and employs a variety of analytical methods in portfolio management, including the use of a third-party platform to manage held-away retirement accounts without taking custody.

Equity compensation tax strategy Retirement income strategy Tax-loss harvesting
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Matthew L

Series 63, Series 65

Charleston, SC

Matthew Laydon Capital Management

Matthew Laydon is the principal advisor at Matthew Laydon Capital Management with 25 years of experience in the financial industry. He previously worked at Kovack Securities, Inc. and Kovack Advisors, Inc. for 17 years. Outside of advising, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs both active and passive investment strategies across a variety of asset classes and incorporates multiple analytical approaches while documenting client goals in written Investment Policy Statements.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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Troy Z

Series 66

Mount Pleasant, SC

Missional Advisor Group

Troy Zimmerman is a financial advisor with Missional Advisor Group, holding a Series 66 credential and bringing 21 years of industry experience. Prior to founding Missional Advisor Group in 2023, he worked with LPL Financial since 2007. Outside of advising, he is the owner and creator of a mobile app called Pinity and serves as a general partner in multiple syndicated real estate investment funds. Missional Advisor Group offers discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm utilizes a long-term investment approach based on modern portfolio theory and quantitative analysis, tailoring asset allocation and security selection to clients’ written Investment Policy Statements, while also sponsoring wrap fee programs and employing LPL-sponsored platforms.

Wealth management Real estate investing Annuities Passive / index investing
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Tyson H

CFA®, Series 63

Charleston, SC

Income Growth Advisors, LLC

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting

Manny M

CFP®

Mount Pleasant, SC

Charleston Wealth Advisors

A CFP® practitioner with 18 years of experience helping clients achieve their financial goals. I believe everyone can benefit from financial planning regardless of life stage. I know our clients by name, not by account number, and I feel a deep sense of responsibility for your financial success. My practice is relationship-based and focused on providing exceptional service. I incorporate the financial and qualitative needs of your life in the process.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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