Kenneth Hoyt is a CFP-designated registered investment advisor at Hoyt Wealth Management, based in Westford, MA, with 12 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 3 more. Their firm serves 11 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $3.0M | 0.40% |
| $3M+ | 0.20% |
Alternatively, clients can choose a flat annual retainer fee.
Fee Estimator
Contact
Kenneth Hoyt
Location
Westford, MA
Get directionsHistory
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 Activities
Kenneth works as an Investment Adviser Representative for Hoyt Wealth Management, providing investment advice and financial planning. This activity takes nearly full-time hours.
Employment History
Current Registrations
Hoyt Wealth Management
Previous Registrations
Origin Investment Advisory LLC
Perennial Advisors Group, LLC
Hoyt Wealth Management
H&r Block Financial Advisors, INC.
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.
Exams
Additional Information
Tax-focused financial planning and investment management for professionals with equity compensation or approaching retirement. As a fiduciary, I always provide unbiased advice that's in your best interest. Please note that the Find an Advisor form is not always reliable; direct contact via phone, email, or website is preferred.