Boyce & Associates Wealth Consulting provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, divorce planning, education planning, estate planning, and insurance. Financial planning was provided to 11–25 clients last fiscal year.
Boyce & Associates Wealth Consulting reports 268 clients. They include 186 individual clients, 78 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($245M across 811 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 19% |
| High-net-worth individuals | 29% | 77% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 1% | 4% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 186 | $46.2M | 18.9% | $249K |
| High-net-worth individuals | 78 | $188M | 76.9% | $2.41M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $9.6M | 3.9% | $3.2M |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $593K | 0.2% | $593K |
| Total | 268 | $245M | 100% | — |
- Clients
- 186
- Regulatory AUM
- $46.2M
- AUM share
- 18.9%
- Avg. per client
- $249K
- Clients
- 78
- Regulatory AUM
- $188M
- AUM share
- 76.9%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $9.6M
- AUM share
- 3.9%
- Avg. per client
- $3.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $593K
- AUM share
- 0.2%
- Avg. per client
- $593K
Total
- Clients
- 268
- Regulatory AUM
- $245M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Boyce & Associates Wealth Consulting charges 0.30%–1.25% a year for its Asset Management Fee Schedule. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- A+ College Planning
- College planning is a one-time fee of $500 for the first student and $150 for each additional student; Career Cruising and All Inclusive packages cost $600 to $1,000.
- Financial Planning
- Financial planning for clients under $250,000 in assets is a one-time fee of $3,500, or a subscription of $250 per month paid in advance.
- Retirement Plan Services
- Retirement plan advisory fees are up to 1.00% of plan assets; ERISA 3(21) and 3(38) fiduciary programs are 0.50% of all assets.
Eric Boyce owns 75% or more of Boyce & Associates Wealth Consulting. The leadership team of Boyce & Associates Wealth Consulting includes President Jonathan McQuade and Chief Compliance Officer Eric Boyce. It has 8 employees, 6 of them in advisory roles.
Leadership
Jonathan McQuadeVice President
Eric BoyceManaging Member & Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- Owns 75% or more of Boyce & Associates Wealth Consulting, Inc.
Eric Boyce
Control person · since March 2017
- Owns 10% to 25% of Boyce & Associates Wealth Consulting, Inc.
Jonathan McQuade
Control person · since August 2026
Boyce & Associates Wealth Consulting’s regulatory assets grew 2.2× from $111M (May 2021) to $245M (August 2026); clients rose from 210 to 268 and employees from 7 to 8. In 2024, Lifetime Retirement Group (dba A+ College Planning) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $245M | 268 | 8 | 2 |
| Feb 2025February 2025 | $194M | 273 | 9 | 2 |
| May 2024May 2024 | $165M | 264 | 8 | 2 |
| Feb 2023February 2023 | $148M | 288 | 12 | 2 |
| Mar 2022March 2022 | $141M | 250 | 11 | 2 |
| May 2021May 2021 | $111M | 210 | 7 | 2 |
Firms that joined
20241 joined
- Lifetime Retirement Group (dba A+ College Planning)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Boyce & Associates Wealth Consulting has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 3109 Kenai DR., Ste 107, Cedar ParkHQ
- 4009 Banister LN., Austin
Other business names
Boyce & Associates Wealth Consulting has reported 1 other business name to the SEC.
- A+ College Planning
Contact and registration details
- Legal name
- Boyce & Associates Wealth Consulting, Inc.
- Headquarters
- 3109 Kenai DR., Ste 107, Cedar Park, TX 78613
- Website
- boycewealth.com
- Phone
- 512-522-4838
- @boycewealthconsulting
- SEC file
- 801-121446
- Founded
- 2017
- Structure
- Texas corporation
- Fiscal year end
- December
Boyce & Associates Wealth Consulting’s named custodian for separately managed accounts is Charles Schwab ($245M). Boyce & Associates Wealth Consulting does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $245M100%
At year end, Boyce & Associates Wealth Consulting’s separately managed accounts were mostly in stocks (74%). Its reported 13F holdings for the quarter ended 30 June 2026 total $144M across 82 positions; the largest are Wisdomtree TR (13.7%), Vaneck ETF Trust (7.6%) and First TR Exchng Traded FD VI (6.2%).
What the accounts hold
- Stocks74%
- Bonds1%
- Cash1%
- Other24%
- Structured products24%
Reported 13F holdings
- $144M
- Reported 13F value
- 82
- Positions
- 54.7%
- In the 10 largest
- +9.2%
- Value vs. prior quarter
- Wisdomtree TR · US Qtly Div Grt13.7%
- Vaneck ETF Trust · Mrngstr Wde Moat7.6%
- First TR Exchng Traded FD VI · Smit Unco BD ETF6.2%
- Schwab Strategic TR · Fundamental US L5.2%
- Legg Mason ETF Invt · Franklin Intl LW4.8%
- Goldman Sachs ETF TR · S&P 500 Premium4.2%
- J P Morgan Exchange Traded F · Short Dura Core4.0%
- Nvidia Corporation3.4%
- First TR Exchange-traded Alp · Com Shs2.9%
- Victory Portfolios II · Shs FR CA FL ETF2.7%
Together, the ten largest are 54.7% of reported value.
How many clients does Boyce & Associates Wealth Consulting have?
Boyce & Associates Wealth Consulting has 268 clients and manages $245 million for them, as of August 2026. They include 186 individual clients, 78 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Boyce & Associates Wealth Consulting offer?
Boyce & Associates Wealth Consulting provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, divorce planning, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Boyce & Associates Wealth Consulting charge?
Boyce & Associates Wealth Consulting charges 0.30%–1.25% a year for its Asset Management Fee Schedule. The fee is billed in arrears and is negotiable.
Which custodians does Boyce & Associates Wealth Consulting use?
Boyce & Associates Wealth Consulting’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $245M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Boyce & Associates Wealth Consulting have?
Boyce & Associates Wealth Consulting has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boyce & Associates Wealth Consulting invest in?
At the end of its last fiscal year, Boyce & Associates Wealth Consulting’s separately managed accounts held 74% exchange-traded equities, 24% other, 1% investment grade corporate bonds and 1% cash and equivalents. The 24% other category is described as: Structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boyce & Associates Wealth Consulting?
Boyce & Associates Wealth Consulting’s direct owners are Eric Boyce (75% or more) and Jonathan McQuade (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Boyce & Associates Wealth Consulting get paid?
Boyce & Associates Wealth Consulting is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Boyce & Associates Wealth Consulting?
Boyce & Associates Wealth Consulting’s main office is at 3109 Kenai DR., Ste 107, Cedar Park, TX 78613. Its phone number is 512-522-4838. Its website is boycewealth.com.