James Boyle
Plan First Wealth · Greenwich, Connecticut
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).
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Who they serve
- Newcomers (immigration)
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 |
| Assets under management | $140.3M across 204 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6611274 |
| Exams passed | Series 63 (2016) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planfirstwealth.com |
| Profile |
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Questions about James
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.
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
- Plan First Wealth 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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