Boynton Financial LLC fees and pricing
Financial planner in San Antonio, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Boynton Financial LLC charges $150 an hour and a flat or project fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly rates are charged at $150.00 per hour.”
- Flat or project fee
- $300-$1,000
“Fixed rates range from $300.00 to $1,000.00 and are negotiable, depending on estimated time involved.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boynton Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Boynton Financial will refund fees charged for the remainder of the month, if the client agreement is terminated.”
How Boynton Financial LLC’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 24 other planners in San Antonio that publish an hourly rate charge less.
- Its flat or project fee of $300-$1,000 is below the Texas median of $3,850. 6% of the 401 other Texas planners that publish a flat or project fee charge less.
- 4 of the 18 other planners in San Antonio that publish a flat or project fee charge less.
About Boynton Financial LLC
“Boynton Financial offers fee-based asset management, offering United States Securities, partnerships, insurance, annuities and retirement planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
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% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,749,768
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143201
- Phone
- (210) 602-3891
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- Avora Wealth LLCSan Antonio$3,200, $2,500/yr
- B365investSan Antonio$350
- Best InvestSan Antonio$250/hr
- Carr Consulting P.A.San Antonio$200-$600
- Chris Reddick Financial PlanningSan Antonio$250/hr, $3,000
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.