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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 $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 Status | Approved |
|---|---|
| Firm CRD# | 288157 |
| SEC# | 801-121446 |
| Assets Managed by Firm | $194,299,434 |
| No. of Clients | 760 |
| No. of Advisors | 9 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 760 | $194,299,434 |
| Individuals (other than high net worth individuals) | 213 | $50,859,011 |
| High net worth individuals | 54 | $133,488,030 |
| Pension and profit sharing plans | 3 | $8,777,011 |
| Corporations or other businesses | 3 | $1,175,382 |
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