Boyd Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Typically, our Financial Planning fee starts at $5,000.”

Annual fee

$20,000/yr

“Advisory Business – Updated to reflect changes in Firm ownership, Assets Under Management and Minimum Annual Fee of $20,000/year Item 5:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Boyd Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
• “Fees are generally not negotiable except at our sole discretion and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Boyd Wealth Management, LLC’s fees compare

• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 9 of the 12 other planners in Sacramento that publish a flat or project fee charge less.
• Its annual fee of $20,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in Sacramento that publish an annual fee charge less.

About Boyd Wealth Management, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2018 (8 years).

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

Clients

138

Employees

6

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, portfolio management for businesses and institutions, and pension consulting

Assets managed

$409,801,993

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

293990

Website

linkedin.com/company/boyd-wealth-management-llc (opens in new tab)

Phone

(916) 367-0532

Can advise clients in 2 states: California, Florida

Other planners in Sacramento that publish fees

• Baluden FinancialSacramento$1,500⁠-⁠$2,400
• Burge FinancialSacramento$300/hr
• Deeringer Wealth Management, LLCSacramento$300⁠-⁠$350/hr, $2,000
• Endeavor Financial PlanningSacramento$300/hr, $3,000⁠-⁠$5,000/yr
• Financial ClientSacramento$299/mo
• Guanill Wealth ManagementSacramento$650⁠-⁠$1,000

Compare all 23 planners in Sacramento