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CFP · ChFC
SB
CFP · ChFC

Sally Boyle

Sj Boyle Wealth Planning, LLC
34 Years of Experience
Hanover, NH
1 Disclosure
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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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $31M in assets under management.

Sj Boyle Wealth Planning, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
$496K average
Assets Under Management
$30.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $10.0M0.55%
$10M+0.55%

Fees are calculated based on the balance on the first day of each quarter and billed in advance.

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sj Boyle Wealth Planning, LLC
January 2019 - Present · 7 yrs 9 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.
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Sally Boyle