Hoyt Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,072,636
Clients
19
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$1,951,191
About
Hoyt Wealth Management is a state-registered, single-advisor independent firm that serves individual clients—including high‑net‑worth individuals—alongside corporations and other business entities. The firm provides tailored investment management, ongoing and project-based financial planning, and limited tax-preparation services.
Hoyt primarily emphasizes passive portfolio construction using low‑cost index mutual funds and ETFs aligned to client-specific investment policy statements, while also drawing on fundamental, technical, cyclical, and charting analyses where appropriate. Accounts are generally managed on a discretionary basis with quarterly reviews and ongoing monitoring as part of the advisory relationship.
Noteworthy aspects of the firm are the principal’s contractual relationship with Blend Financial, Inc. (dba Origin Financial), from which the principal receives compensation, and the explicit inclusion of corporate and other business-entity clients—both of which are less common among solo independent advisers. The firm also provides standalone tax-preparation to a limited number of clients, participates in Schwab’s institutional program for custody and operational support, and does not aggregate client trades into block executions.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General estate planning guidance
Fee options
Project based financial planning fixed fee ranging from $4,800 to $9,600
$0 - $500,000: 0.80% $500,001 - $3,000,000: 0.40% $3,000,001+: 0.20%
Up to $250 per hour for financial planning
Ongoing comprehensive financial planning fees $300 to $1,000 per month or $900 to $3,000 per quarter
Minimum fee: Annual flat fees from $10,000 to $30,000 based on assets under advisement tiers Fee-only: Financial planning fees: hourly up to $250/hour, fixed fees between $4,800 and $9,600, ongoing planning fees $300-$1,000/month or $900-$3,000/quarter
Main office location
Hoyt Wealth Management
Westford MA, United States
Number of offices
1
Most active in
Hoyt Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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