Justin A Boyd
Advisor at Delta Financial Advisory — Meridian, ID
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Meridian, ID
Delta Financial Advisory
Independent
Total advisors
1Clients per advisor
4 LowAvg AUM per client
$921,341 HighHNW client ratio
75% Very HighJustin Boyd is the principal of Delta Financial Advisory in Meridian, ID, holding a Series 65 license with two years of industry experience. Before founding his advisory firm, he worked in various roles at companies including Metroquip, Inc., CliftonLarsonAllen, Lithia Motors, Republic Services, and American Cleaning Service. He also provides business consulting and accounting services to private clients, which occupies a significant portion of his working hours. Delta Financial Advisory is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and fee-based non-discretionary advice. The firm combines investment advisory with accounting, tax advisory, and business consulting services, focusing on proprietary model portfolios and maintaining a small, closely managed client roster.
Based on Delta Financial Advisory
Consulting services with fixed fees starting at $2,000 retainer
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $4,000,000: 1.00% $4,000,000+: 0.80%
Financial planning at $150 per hour; consulting and non-discretionary advisory fees from $200 to $300 per hour
Account minimum: $200,000 Minimum fee: Minimum fee for discretionary portfolio management services is $3,000 annually Fee-only: Financial planning fee at $150 per hour; hourly fees for non-discretionary advisory and consulting services range from $200 to $300 per hour; fixed fees starting at $2,000 retainer for consulting
Meridian, ID
Meridian ID
Advisors at this office
1
Idaho
2 years of industry experience
Delta Financial Advisory
2024 - Present • 2 years
Meridian, ID
Metroquip, Inc.
2021 - 2024 • 3 years
Meridian, ID
CliftonLarsonAllen (CLA)
2020 - 2021 • 1 year
Boise, ID
Lithia Motors
2018 - 2020 • 2 years
Boise, ID
Republic Services
2017 - 2018 • 1 year
Boise, ID
American Cleaning Service
2016 - 2017 • 1 year
Boise, ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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