FREQUENTLY ASKED QUESTIONS

Got Questions? We have Answers!

DOING BUSINESS WITH US

  • What are your business hours?

    We are available Monday through Friday from 8 am to 5 pm. All of our locations are by appointment only. Please feel free to call us for an appointment at 512-522-4838.

  • What services do you provide?

    We provide Wealth Management for individuals and Business Services for Entrepreneurs and Small Business Owners.

  • Where are you located?

    We are located in Cedar Park, TX. Our Address is : 3109 Kenai Dr., Suite 107, Cedar Park, TX 78613

ABOUT INVESTING WITH BOYCE & ASSOCIATES

  • How are you paid?

    As a Fee-Based Wealth Management firm, we are paid in several ways. For the clients that choose to hire us to do Financial Planning, we can do this on a one-time or monthly basis. 


    Boyce & Associates is also a Discretionary Fiduciary Investment Management. For our money management clients, we charge an asset-based fee based on assets under management.

  • How safe is my account?

    Client assets are custodied at Charles Schwab, one of the largest brokerage firms in the US. 


    Boyce & Associates Wealth has a Limited Power of Attorney to trade and fee on your account. We never have direct access to any money in your account. 


    All accounts at Charles Schwab are covered by SIPC insurance. 


  • What certifications should a Financial Planner have?

    There are several different financial planning certifications. While a financial planning professional can have any of several designations or certifications, at the very least, you should make sure that he or she is licensed and in good standing with the licensing authority. Three of the most common designations are Certified Financial Planner, Chartered Financial Consultant, and Registered Investment Advisor.


    A Certified Financial Planner (CFP) has competency and experience in all areas of financial planning. A CFP has completed courses of study in over 100 topics of financial management, including equities, taxes, and retirement planning. He or she must also follow the Certified Financial Planner code of ethics. A CFP has a fiduciary responsibility.


    A Chartered Financial Consultant (ChFC) also has extensive experience in helping individuals assess their financial goals. In order to obtain the ChFC certification, a candidate must complete the program and pass the tests administered by the American College.


    Boyce & Associates Wealth also has Wealth Advisors with the Accredited Asset Manager Designation (AAMS), Certified Divorce Financial Analyst (CDFA), Chartered Financial Analyst (CFA), Accredited Small Business Consultants (ASBC), and Non-Qualified Plan Consultants (NQPA). 

  • How can I check the background of my advisor?

    The website to look up advisers and firms is: https://adviserinfo.sec.gov/