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Home > Retirement Planners > texas > cedar park > BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
3109 Kenai Dr.
Ste 107
Cedar Park, Texas 78613
Tel: 512-522-4838
About BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC, formally registered with the SEC as BOYCE & ASSOCIATES WEALTH CONSULTING, INC. The firm was established in 06/10/2021. They have over 2 offices throughout the country.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC. is a Cedar Park, Texas based Financial Planning firm with nearly $147,905,060 assets under management, offering retirement planning & investment advisory services to 779 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 288157 |
| SEC# | 801-121446 |
| Assets Managed by Firm | $147,905,060 |
| No. of Clients | 779 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 779 | $147,905,060 |
| Individuals (other than high net worth individuals) | 234 | $41,275,735 |
| High net worth individuals | 43 | $94,178,485 |
| Pension and profit sharing plans | 10 | $12,254,595 |
| Corporations or other businesses | 1 | $196,245 |
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