Hoyt Robey is a ChFC-designated registered investment advisor at Simplicity Wealth, based in Woods Cross, UT, with 25 years of industry experience. Hoyt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
757 W 700 S, Woods Cross, UT, 84087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hoyt is an insurance agent since 1991, servicing existing annuity, life, and disability insurance clients, dedicating a few hours per week. He is also the owner of Personal Economics and a member president of American Financial Education Alliance, spending minimal time on each.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Townsquare Capital, LLC
Ars Investment Advisors, INC.
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Personal Economics LLC
Absolute Return Solutions, INC.
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Signator Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Beneficial Investment Services, INC.Broker
Equity Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.