JH
JH

Justin Hoyt

22 Years of Experience
Gilbert, AZ
1 DisclosureBroker

Justin Hoyt is a registered investment advisor at Osaic Wealth, INC., based in Gilbert, AZ, with 22 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

2162 E Williamsfield Road, Ste 111, Gilbert, AZ, 85295

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2026
Other Business Activities

Justin is an owner of a retail business since 2016 and a co-owner of another business since June 2024. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
February 2026 - Present · 3 mos
Osaic Wealth, INC.
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
December 2020 - February 2026 · 5 yrs 2 mos
Ameriprise Financial Services, LLC
December 2020 - February 2026 · 5 yrs 2 mos
Juncture Wealth Advisors, LLC
October 2020 - October 2020 · 0 mos
Hayden Royal
February 2019 - December 2020 · 1 yr 10 mos
American Wealth Management, INC.Broker
February 2019 - October 2020 · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - February 2019 · 8 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2011 - February 2019 · 8 yrs 1 mo
Wells Fargo Investments, LLC
July 2007 - January 2011 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
July 2007 - January 2011 · 3 yrs 6 mos
Chase Investment Services CORP.
December 2006 - July 2007 · 7 mos
Chase Investment Services CORP.Broker
July 2005 - July 2007 · 2 yrs
Banc One Securities CorporationBroker
September 2003 - July 2005 · 1 yr 10 mos
State Registrations15 states
AZCAIAIDILMNNCNENYOHORTNTXUTVA
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.
Justin Hoyt - Financial Advisor | TrueAdvisor