Donald Loyd
Loyd Financial Management · Centennial, Colorado
Donald Loyd is a fee-only financial advisor at Loyd Financial Management in Centennial, Colorado, who holds the CFP credential. Loyd Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Loyd Financial Management |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $133.5M across 493 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, MI, TX · CRD 1678089 |
| Exams passed | Series 63 (1988) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.loydfinancial.com |
| Profile |
How Donald's firm compares
- Loyd Financial Management's average account is about $271,000, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Donald
Is Donald Loyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Loyd Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Loyd Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Donald Loyd based?
Donald Loyd is based in Centennial, Colorado.
What credentials does Donald Loyd hold?
Donald Loyd holds the CFP credential.
Is Donald Loyd registered with the SEC?
Yes. Donald Loyd is registered as an investment adviser representative in CA, CO, MI and TX (CRD 1678089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Loyd Financial Management manage?
Loyd Financial Management reports $133.5M across 493 accounts in assets under management.
How do I contact Donald Loyd?
Through Donald's website, www.loydfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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