Joseph O'Boyle
O'boyle Wealth Management · Beverly Hills, California
Joseph O'Boyle is a fee-only financial advisor at O'boyle Wealth Management in Beverly Hills, California, who holds the CFP credential. O'boyle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | O'boyle Wealth Management |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.9M across 1,590 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4628385 |
| Exams passed | Series 63 (2003) · Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.oboylewm.com |
How Joseph's firm compares
- O'boyle Wealth Management's average account is about $279,000, from its Form ADV (assets managed divided by 1,590 accounts).
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Questions about Joseph
Is Joseph O'Boyle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and O'boyle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, O'boyle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph O'Boyle based?
Joseph O'Boyle is based in Beverly Hills, California.
What credentials does Joseph O'Boyle hold?
Joseph O'Boyle holds the CFP credential.
Is Joseph O'Boyle registered with the SEC?
Yes. Joseph O'Boyle is registered as an investment adviser representative in CA and TX (CRD 4628385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'boyle Wealth Management manage?
O'boyle Wealth Management reports $443.9M across 1,590 accounts in assets under management.
How do I contact Joseph O'Boyle?
Through Joseph's website, www.oboylewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Beverly Hills
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
- 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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