AB
AB

Aaron Boyce

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Spring, TX

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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

Aaron is the President of Boyce Financial Services, where he sells insurance, dedicating about half of his time. He also works as a Business Development Consultant for Multiplan/Benefits Science Technologies, providing analytic solutions via software and automation, which takes about a quarter of his time.

Employment History
Current Registrations
Encompass More Asset Management LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Ae Wealth Management, LLC
September 2023 - April 2024 · 7 mos
Mercer Global Advisors INC.
January 2022 - January 2023 · 1 yr
Lake Point Wealth Management, LLC
May 2014 - June 2022 · 8 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Aaron Boyce - Financial Advisor | TrueAdvisor