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JO
CFP
JO
CFP

Joseph O'boyle

O'boyle Wealth Management, INC.
23 Years of Experience
Beverly Hills, CA
Sells Insurance
View SEC Summary
View SEC Summary

Joseph O'boyle is a CFP-designated registered investment advisor at O'boyle Wealth Management, INC., based in Beverly Hills, CA, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 410 clients with $440M in assets under management.

O'boyle Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
410 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$443.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75% for comprehensive portfolio management and 1.25% for held-away account management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9701 Wilshire Blvd, 10th Floor, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is a sales agent for life, health, and disability insurance, dedicating about a quarter of his time. He is also the President/Owner of O'Boyle Wealth Management, Inc. and an independent insurance agent, spending full-time hours on each.

Employment History
Current Registrations
O'boyle Wealth Management, INC.
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Voya Financial Advisors, INC.
June 2009 - May 2018 · 8 yrs 11 mos
Voya Financial Advisors, INC.Broker
February 2009 - May 2018 · 9 yrs 3 mos
Sagepoint Financial, INC.Broker
October 2005 - February 2009 · 3 yrs 4 mos
Sunamerica Securities, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
State Registrations2 states
CATX
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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