SJ Boyle Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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advisory assets are managed internally rather than through third‑party managers, and asset‑based fees are assessed and withdrawn from client custodial accounts with client authorization.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
Expertise
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
45 Lyme Road, Suite 204 A
Hanover NH 03755
Advisors at this office
1
Most active in
New Hampshire · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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