{
  "crd_number": 288157,
  "slug": "boyce-and-associates-wealth-consulting-inc-cedar-park-tx-288157",
  "primary_business_name": "BOYCE & ASSOCIATES WEALTH CONSULTING, INC.",
  "legal_name": "BOYCE & ASSOCIATES WEALTH CONSULTING, INC.",
  "dbas": [
    "A+ COLLEGE PLANNING"
  ],
  "city": "Cedar Park",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-10",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 244618764.0,
  "raum_discretionary": 244618764.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 46225674.0,
      "count": 186
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 9599371.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 188201152.0,
      "count": 78
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 592567.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "TX"
  ],
  "websites": [
    "https://apluscollegeplanning.com",
    "https://boycewealth.com",
    "https://facebook.com/Boycewealth",
    "https://linkedin.com/company/boycewealthconsulting",
    "https://youtube.com/channel/UCMg_2zid6HBAsib3HTd82tA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288157",
  "city_as_filed": "CEDAR PARK",
  "url": "https://advisorcensus.com/firm/boyce-and-associates-wealth-consulting-inc-cedar-park-tx-288157",
  "display_name": "Boyce & Associates Wealth Consulting, Inc.",
  "summary": "Boyce & Associates Wealth Consulting, Inc. is an SEC-registered investment advisory firm in Cedar Park, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Boyce & Associates Wealth Consulting, Inc. (CRD 288157): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Boyce & Associates Wealth Consulting, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boyce & Associates Wealth Consulting, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Boyce & Associates Wealth Consulting, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 states: Subscription: $250 a month (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Boyce & Associates Wealth Consulting, Inc. located?",
      "a": "Boyce & Associates Wealth Consulting, Inc.'s principal office is in Cedar Park, TX, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Boyce & Associates Wealth Consulting, Inc. registered with the SEC or a state?",
      "a": "Boyce & Associates Wealth Consulting, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288157."
    },
    {
      "q": "How much does Boyce & Associates Wealth Consulting, Inc. manage?",
      "a": "Boyce & Associates Wealth Consulting, Inc. reports $244,618,764 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Boyce & Associates Wealth Consulting, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boyce & Associates Wealth Consulting, Inc.: Regulatory assets under management: $110,761,771 in the October 2021 data and $244,618,764 in the October 2026 data, up 121%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boyce & Associates Wealth Consulting, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (186); high net worth individuals (78); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "q": "Which custodians does Boyce & Associates Wealth Consulting, Inc. use?",
      "a": "Boyce & Associates Wealth Consulting, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boyce & Associates Wealth Consulting, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288157"
    },
    {
      "q": "Does Boyce & Associates Wealth Consulting, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 says: \"Boyce & Associates Wealth Consulting does not impose a minimum account balance for the opening of an account with the Adviser.\" \"We have no minimum account opening balance.\""
    },
    {
      "q": "What changed in Boyce & Associates Wealth Consulting, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110761771.0,
      "total_employees": 7,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 141236732.0,
      "total_employees": 11,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 147905060.0,
      "total_employees": 12,
      "filing_date": "2023-02-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 165467967.0,
      "total_employees": 8,
      "filing_date": "2024-05-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 194299434.0,
      "total_employees": 9,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 244618764.0,
      "total_employees": 8,
      "filing_date": "2026-08-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $194,299,434 to $244,618,764 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $250 a month (Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Boyce & Associates Wealth Consulting  does not impose a minimum account balance for the opening of an account with the Adviser.",
          "We have no minimum account opening balance."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a month (Financial Planning)"
        ],
        "quotes": [
          "Financial Planning $3,500 $250/ Month"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Financial Planning"
        }
      ]
    },
    "quotes": [
      "Boyce & Associates Wealth Consulting  does not impose a minimum account balance for the opening of an account with the Adviser.",
      "We have no minimum account opening balance.",
      "Financial Planning $3,500 $250/ Month"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boyce-and-associates-wealth-consulting-inc-cedar-park-tx-288157.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 186,
      "fewer_than_5": false,
      "raum": 46225674.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 78,
      "fewer_than_5": false,
      "raum": 188201152.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 9599371.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 592567.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288157",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}