John Boyd
Boyd Financial Strategies · Worcester, Massachusetts
John Boyd is a fee-only financial advisor at Boyd Financial Strategies in Worcester, Massachusetts, who holds the CFP credential. John 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 | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $139.6M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1361880 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.boydstrategy.com |
| Profile |
How John'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 John
Is John Boyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Boyd Financial Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Boyd based?
John Boyd is based in Worcester, Massachusetts.
What does John specialize in?
John's specialties include retirement planning and family wealth transfer. John works with retirees.
What credentials does John Boyd hold?
John Boyd holds the CFP credential.
Is John Boyd registered with the SEC?
Yes. John Boyd is registered as an investment adviser representative in MA (CRD 1361880), 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 John Boyd?
Through John'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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