SB
CFP · ChFC
SB
CFP · ChFC
Sally Boyle
34 Years of Experience
Hanover, NH
1 Disclosure
Sally Boyle is a CFP, ChFC-designated registered investment advisor at Sj Boyle Wealth Planning, LLC, based in Hanover, NH, with 34 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 46 clients with $24M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$524K average
Assets Under Management
$24.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
SB
Sally Boyle
Location
45 Lyme Road, Suite 204A, Hanover, NH, 03755
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2019Final
Employment History
Current Registrations
Sj Boyle Wealth Planning, LLC
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Fortis Capital Advisors, LLC
March 2024 - December 2024 · 9 mos
Sj Boyle Wealth Planning, LLC
February 2015 - December 2018 · 3 yrs 10 mos
Ameriprise Financial Services, INC.
January 2014 - December 2014 · 11 mos
Ameriprise Financial Services, INC.Broker
January 2014 - December 2014 · 11 mos
S J Boyle Wealth Planning LLC
October 2011 - December 2013 · 2 yrs 2 mos
Pks Advisory Services, LLC
February 2011 - January 2014 · 2 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2011 - January 2014 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Chittenden Securities, LLC.Broker
May 2005 - August 2007 · 2 yrs 3 mos
Cigna Financial Advisors,inc.Broker
January 1982 - December 1995 · 13 yrs 11 mos
State Registrations2 states
NHVT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.