Peter Boyd
Boyd Financial Strategies · Auburn, Massachusetts
Peter Boyd is a fee-only financial advisor at Boyd Financial Strategies in Auburn, Massachusetts, who holds the ChFC credential. Peter 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 | Auburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $139.6M across 151 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MA · CRD 5647772 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.boydstrategy.com |
How Peter'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 Peter
Is Peter Boyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Boyd Financial Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Peter Boyd based?
Peter Boyd is based in Auburn, Massachusetts.
What does Peter specialize in?
Peter's specialties include retirement planning and family wealth transfer. Peter works with retirees.
What credentials does Peter Boyd hold?
Peter Boyd holds the ChFC credential.
Is Peter Boyd registered with the SEC?
Yes. Peter Boyd is registered as an investment adviser representative in MA (CRD 5647772), 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 Peter Boyd?
Through Peter'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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