Boyd Financial Strategies, Inc. fees and pricing
Financial planner in Auburn, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Boyd Financial Strategies, Inc. charges a quarterly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $300/qtr
“Hourly fees may be partially waived for Clients who are paying an ongoing wealth management fee greater than $300 per quarter and the annual review does not exceed 2 hours of billable time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boyd Financial Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of our firm.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall Page 6 of 24 relationship with our firm.”
- “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such Page 7 of 24 fees will be due and payable by the Client.”
About Boyd Financial Strategies, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 149
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $139,591,676
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107505
- Phone
- (508) 754-3226
Can advise clients in 3 states: Massachusetts, New Hampshire, Texas
Other planners in Auburn that publish fees
- Keystone Capital Advisors LLCAuburn$500-$2,500
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date?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.