Jack Boyd
Boyd Financial Strategies · Round Rock, Texas
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Boyd Financial Strategies |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $139.6M across 151 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 7839045 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.boydstrategy.com |
How Jack's firm compares
- Boyd Financial Strategies's average account is about $924,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Jack
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Boyd Financial Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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