# James Boyle

> James Boyle is a fee-only financial advisor at Plan First Wealth in Greenwich, Connecticut, who holds the CFP credential. James charges a percentage of assets (1% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Plan First Wealth
- **Based in:** Greenwich, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $140.3M across 204 accounts
- **Credentials:** CFP
- **Works with:** Newcomers (immigration)
- **CRD:** 6611274 (https://adviserinfo.sec.gov/individual/summary/6611274)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (2016), Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.planfirstwealth.com/

## Frequently asked questions

### Is James Boyle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Plan First Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James charges a percentage of assets.

### How much does James charge?

According to Plan First Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is James Boyle based?

James Boyle is based in Greenwich, Connecticut.

### What credentials does James Boyle hold?

James Boyle holds the CFP credential.

### Is James Boyle registered with the SEC?

Yes. James Boyle is registered as an investment adviser representative in PA and TX (CRD 6611274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plan First Wealth manage?

Plan First Wealth reports $140.3M across 204 accounts in assets under management.

### How do I contact James Boyle?

Through James's website, www.planfirstwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6611274): 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://planfirstwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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