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BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

3109 Kenai Dr.
Ste 107
Cedar Park, Texas 78613
Tel: 512-522-4838

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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 $194,299,434 assets under management, offering retirement planning & investment advisory services to 760 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288157
SEC#801-121446
Assets Managed by Firm$194,299,434
No. of Clients760
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total760$194,299,434
Individuals (other than high net worth individuals)213$50,859,011
High net worth individuals54$133,488,030
Pension and profit sharing plans3$8,777,011
Corporations or other businesses3$1,175,382

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