Hermitage Advisors
47yrs
Top advisor by experience in Danville
12yrs
Aaron Boyce
Financial advisor at Encompass More Asset Management
Based in Danville, California, Aaron Boyce is a fiduciary financial advisor with 12 years of industry experience. Aaron joined Encompass More Asset Management in 2024, after a year at AE Wealth Management and a year at Mercer Global Advisors. Encompass More Asset Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 176 advisors with offices in Danville, and one of 155 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 66% of advisors at Encompass More Asset Management
Office390 Diablo Rd Suite 100, Danville, CA 94526
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$245,730
Advisors at the firm85
States licensed ?1 state
Services through Encompass More Asset Management
Financial planningInvestment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowEncompass More Asset Management LLCCurrent firm
- Sep 2023 – Apr 2024AE Wealth Management, LLCPreviously
- Jan 2022 – Jan 2023Mercer Global Advisors Inc.Previously
- 2014 – 2022Lake Point Wealth Management, LLCPreviously
Contact Aaron
(925) 272-8850Encompass More Asset Management main office 390 Diablo Rd Suite 100Danville, CA 94526Office · Get directions LinkedIn pageEncompass More Asset Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Encompass More Asset Management at (925) 272-8850 and ask for Aaron Boyce. Aaron works from the Danville, CA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2014, about 12 years. More experience than 66% of advisors at Encompass More Asset Management.
What licenses does Aaron hold?
Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Encompass More Asset Management reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
44yrs
Top 1% by experience in Danville
Encompass More Asset Management
44yrs
Top advisor by experience at Encompass More Asset Management
Encompass More Asset Management
42yrs
Top 2% by experience in Danville
Wells Fargo Advisors
42yrs
Top 2% by experience in California
UBS Financial Services
42yrs
Top 2% by experience in California