Sally Boyle
SJ Boyle Wealth Planning · HANOVER, New Hampshire
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
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 | $30.7M across 62 accounts |
| Credentials | CDFA · CFP · ChFC |
| SEC registration | Investment adviser representative in NH, VT · CRD 1026790 |
| Exams passed | Series 63 (1982) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | sjboylewealthplanning.com |
| Profile |
How Sally's firm compares
- SJ Boyle Wealth Planning's average account is about $496,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Sally
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SJ Boyle Wealth Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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