Loyd Financial Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$132,997,321
Clients
149
36% high-net worth
Advisors
1
of 2 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
149
Very HighAverage account size
$892,599
About
Loyd Financial Management provides comprehensive financial planning and fee-only investment management to individuals, high-net-worth clients, and charitable organizations. The firm manages a mix of assets — including model portfolio accounts, legacy assets, 529 college savings accounts, and variable annuities — across roughly 149 client relationships.
The firm delivers advice primarily through a Turnkey Asset Management Platform (TAMP) and structured, asset-class allocation models that use no-load mutual funds and ETFs; Focus designs and implements the model portfolios while Loyd Financial monitors and supervises the recommendations. Unlike most peers, Loyd Financial manages client accounts on a non-discretionary basis—clients retain final authority to accept or reject portfolio actions—and provides financial planning to platform clients at no additional charge.
Noteworthy for a supported-size practice, Loyd Financial reports all regulatory assets as non-discretionary, a characteristic that is uncommon among similar firms. The firm also extends no-cost oversight for “legacy” and miscellaneous holdings (e.g., 529s and variable annuities) for platform clients, recommends a specific custodian and TAMP provider as part of its operational model, and is led by a CFP-designated principal who also holds an inactive law license.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 0.30% to 0.95% $1,000,000+: 0.45% to 0.95%
Up to $395/hour for one-time financial planning engagements without Focus portfolios.
Account minimum: $6,000 Fee-only: Advisory fees ranging from 0.30% to 0.95% based on services performed and assets under management, deducted quarterly.
Main office location
Loyd Financial Management Inc.
7475 East Peakview Avenue,, Building 10
Centennial CO 80111, United States
Number of offices
1
Most active in
Loyd Financial Management Inc. has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Michigan · Texas
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.
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