{ "crd_number": 174158, "slug": "sj-boyle-wealth-planning-llc-hanover-nh-174158", "primary_business_name": "SJ BOYLE WEALTH PLANNING, LLC", "legal_name": "SJ BOYLE WEALTH PLANNING, LLC", "dbas": [], "city": "Hanover", "state": "NH", "country": "United States", "cbsa_code": "30150", "metro": null, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2024-10-15", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 30746129.0, "raum_discretionary": 30746129.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 16553276.0, "count": 50 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 14192853.0, "count": 12 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "NH", "VT" ], "websites": [ "https://facebook.com/SJ-Boyle-Wealth-Planning-2344624969093132?modal=admin_todo_tour", "https://linkedin.com/in/sally-boyle-cfp-cdfa-3765531a", "https://sjboylewealthplanning.com", "https://twitter.com/sallyboyle4" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174158", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" } ], "city_as_filed": "HANOVER", "url": "https://advisorcensus.com/firm/sj-boyle-wealth-planning-llc-hanover-nh-174158", "display_name": "SJ Boyle Wealth Planning, LLC", "summary": "SJ Boyle Wealth Planning, LLC is a state-registered investment advisory firm in Hanover, NH, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. SJ Boyle Wealth Planning, LLC (CRD 174158): Form ADV filing data as of October 2026.", "registration_type_label": "State-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" ], "quick_answers": [ { "q": "How is SJ Boyle Wealth Planning, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), SJ Boyle Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is SJ Boyle Wealth Planning, LLC located?", "a": "SJ Boyle Wealth Planning, LLC's principal office is in Hanover, NH, according to its Form ADV." }, { "q": "Is SJ Boyle Wealth Planning, LLC registered with the SEC or a state?", "a": "SJ Boyle Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 174158." }, { "q": "How much does SJ Boyle Wealth Planning, LLC manage?", "a": "SJ Boyle Wealth Planning, LLC reports $30,746,129 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "What types of clients does SJ Boyle Wealth Planning, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (12)." }, { "q": "Does SJ Boyle Wealth Planning, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174158" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/sj-boyle-wealth-planning-llc-hanover-nh-174158.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 50, "fewer_than_5": false, "raum": 16553276.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 12, "fewer_than_5": false, "raum": 14192853.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "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": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "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/174158", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }