# Sally Boyle

> Sally Boyle is a fee-only financial advisor at SJ Boyle Wealth Planning in HANOVER, New Hampshire, who holds the CDFA, CFP and ChFC credentials. Sally focuses on tax planning and estate & legacy planning. SJ Boyle Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sally-boyle/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SJ Boyle Wealth Planning
- **Based in:** HANOVER, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $30.7M across 62 accounts
- **Credentials:** CDFA, CFP, ChFC
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 1026790 (https://adviserinfo.sec.gov/individual/summary/1026790)
- **SEC registration:** Investment adviser representative in NH, VT
- **Exams passed:** Series 63 (1982), Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://sjboylewealthplanning.com

## Frequently asked questions

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

Yes. Sally Boyle is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sally's firm.

### How does Sally charge for financial advice?

Sally's firm, SJ Boyle Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sally Boyle based?

Sally Boyle is based in HANOVER, New Hampshire.

### What does Sally specialize in?

Sally's specialties include tax planning and estate & legacy planning. Sally works with retirees, pre-retirees and mid-life transitions.

### What credentials does Sally Boyle hold?

Sally Boyle holds the CDFA, CFP and ChFC credentials.

### Is Sally Boyle registered with the SEC?

Yes. Sally Boyle is registered as an investment adviser representative in NH and VT (CRD 1026790), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does SJ Boyle Wealth Planning manage?

SJ Boyle Wealth Planning reports $30.7M across 62 accounts in assets under management.

### How do I contact Sally Boyle?

Through Sally's website, sjboylewealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46294): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sjboylewealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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