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BH
CFP · PFS
BH
CFP · PFS

Brian Hoyt

LPL Financial LLC
24 Years of Experience
La Mesa, CA
Broker
View SEC Summary
View SEC Summary

Brian Hoyt is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in La Mesa, CA, with 24 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7777 Alvarado Rd #106, La Mesa, CA, 91942

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is involved with Tax & Capital Management 360, where he does tax preparation and planning, as well as using it as a DBA for his LPL business. These activities are investment-related and take about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Osaic Wealth, INC.
July 2011 - May 2025 · 13 yrs 10 mos
Royal Alliance Associates, INC.
January 2007 - May 2007 · 4 mos
San Diego Tax & Wealth Management, INC
March 2005 - November 2011 · 6 yrs 8 mos
Osaic Wealth, INC.Broker
December 2004 - May 2025 · 20 yrs 5 mos
Wil Shellenberger
July 2004 - March 2005 · 8 mos
Hornor, Townsend & Kent, INC.Broker
July 2002 - June 2004 · 1 yr 11 mos
State Registrations18 states
AZCACOFLGAHIMEMNNCNVNYOHORTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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