O'boyle Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“The maximum hourly fee to be charged will not exceed $1,000.”

Flat or project fee

$50,000

“Flat fees will not exceed $50,000.”

Annual fee

$5,000/yr

“Joe O’Boyle acts as an RIA Advisory Board Member which was established by American Funds Distributors, Inc. in exchange for $5,000 per annum in addition to miscellaneous reimbursements tied to expenses incurred in conducting his duties.”

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

How O'boyle Wealth Management, Inc. bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “In addition, billing adjustments will be made, on an annualized pro-rata basis, for cash deposits and withdrawals during the quarter in amounts of ten thousand dollars ($10,000) or more.”
• “Fees are negotiable and will be deducted from client account(s).”

How O'boyle Wealth Management, Inc.’s fees compare

• Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Beverly Hills that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Beverly Hills that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.

About O'boyle Wealth Management, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

371

Employees

5

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

$443,932,960

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292849

Website

linkedin.com/in/joeoboyle (opens in new tab)

Phone

(310) 601-7075

Can advise clients in 4 states: California, Florida, New York, Texas

Other planners in Beverly Hills that publish fees

• Beverly Hills Private Wealth, LLCBeverly Hills$1,000/hr, $20,000
• Cheviot Value Management, LLCBeverly Hills$700/hr, $900
• Mozaic, LLCBeverly Hills$750/hr
• Shlecter Wealth Management, LLCBeverly Hills$400⁠-⁠$600/hr, $5,000

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