Advisor at Heffernan Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heffernan Advisory, Inc.
Location
Phoenix, AZ 85016
Credentials
Series 63, Series 65
Industry experience
4 years
Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.
Based on Heffernan Advisory, Inc.
Based on Heffernan Advisory, Inc.
Financial planning fees range from $250 to $10,000 depending on complexity and services.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Commissions charged by Gĕneos for securities transactions; no advisory fee charged in addition to commissions for such products.
2525 East Arizona Biltmore Circle, Suite C 131
Phoenix, AZ 85016
Arizona · New Mexico · North Carolina
RIA DBA Heffernan Advisory Inc DBA Heffernan Financial
2025 - Present (1 year)
Geneos Wealth Management
2023 - Present (3 years)
Ascendant Financial Solutions
2023 - 2025 (2 years)
Heffernan Insurance Brokers
2023 - 2025 (2 years)
Ascendant Financial Solutions
2021 - 2023 (2 years)
Penske Automotive
2017 - 2021 (4 years)
Fort Lewis College
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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