# Jack Boyd

> Jack Boyd is a fee-only financial advisor at Boyd Financial Strategies in Round Rock, Texas. Jack focuses on retirement planning and family wealth transfer. Boyd Financial Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jack-boyd/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boyd Financial Strategies
- **Based in:** Round Rock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $139.6M across 151 accounts
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Retirees
- **CRD:** 7839045 (https://adviserinfo.sec.gov/individual/summary/7839045)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.boydstrategy.com/

## Frequently asked questions

### Is Jack Boyd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Boyd Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack's firm, Boyd Financial Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jack Boyd based?

Jack Boyd is based in Round Rock, Texas.

### What does Jack specialize in?

Jack's specialties include retirement planning and family wealth transfer. Jack works with retirees.

### Is Jack Boyd registered with the SEC?

Yes. Jack Boyd is registered as an investment adviser representative in MA and TX (CRD 7839045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boyd Financial Strategies manage?

Boyd Financial Strategies reports $139.6M across 151 accounts in assets under management.

### How do I contact Jack Boyd?

Through Jack's website, www.boydstrategy.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7839045): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://boydstrategy.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.