Boyce & Associates Wealth Consulting, Inc. fees and pricing
Financial planner in Cedar Park, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Boyce & Associates Wealth Consulting, Inc. charges a monthly fee of $250-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $250-$3,500/mo
“Schedule Service One Time Fee Subscription Fee Financial Planning $3,500 $250/ Month One-time financial planning fees shall be paid in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boyce & Associates Wealth Consulting, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged monthly, in arrears, as agreed upon by the Adviser and Client at the time of entering into this advisory agreement.”
- “Additional expenses realized outside the scope of this financial planning contract may be billed at an additional cost.”
- “Subscription fees shall be paid in advance in monthly installments.”
About Boyce & Associates Wealth Consulting, Inc.
“Boyce & Associates Wealth Consulting offers asset management and financial planning services, with an emphasis on building portfolios designed to meet the needs of our clients.”
- Firm size: 8 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 264
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $244,618,764
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288157
- Phone
- (512) 522-4838
Other planners in Cedar Park that publish fees
- III Financial, LLCCedar Park$6,000/yr
- Ironoak WealthCedar Park$150/hr, $12,500
- Ismail, MustafaCedar Park$250/hr
- Lakeline FinancialCedar Park$275/hr, $1,000-$25,000/yr
- Larson Financial AdvisorsCedar Park$5,000
- Momentum Private Wealth ManagementCedar Park$6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.