Hoy Grimm
LeConte Wealth · Maryville, Tennessee
Hoy Grimm is a fee-only financial advisor at LeConte Wealth in Maryville, Tennessee. Hoy charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | LeConte Wealth |
|---|---|
| Based in | Maryville, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $346.8M across 874 accounts |
| SEC registration | Investment adviser representative in TN · CRD 1565185 |
| Exams passed | Series 63 (1993) · Series 66 (2002) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lecontewealth.com |
How Hoy's firm compares
- LeConte Wealth's average account is about $397,000, from its Form ADV (assets managed divided by 874 accounts).
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Questions about Hoy
Is Hoy Grimm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hoy holds no broker registration, and LeConte Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hoy charge for financial advice?
Hoy charges a percentage of assets.
How much does Hoy charge?
According to LeConte Wealth's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Hoy Grimm based?
Hoy Grimm is based in Maryville, Tennessee.
What does Hoy specialize in?
Hoy's specialties include retirement planning, tax planning and estate & legacy planning. Hoy works with retirees.
Is Hoy Grimm registered with the SEC?
Yes. Hoy Grimm is registered as an investment adviser representative in TN (CRD 1565185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does LeConte Wealth manage?
LeConte Wealth reports $346.8M across 874 accounts in assets under management.
How do I contact Hoy Grimm?
Through Hoy's website, www.lecontewealth.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
- LeConte Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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