Ken Hoyt
Hoyt Wealth Management · Westford, Massachusetts
Ken Hoyt is a fee-only financial advisor at Hoyt Wealth Management in Westford, Massachusetts, who holds the CFP credential. Hoyt Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hoyt Wealth Management |
|---|---|
| Based in | Westford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.1M across 57 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4630079 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Ken's firm compares
- Hoyt Wealth Management's average account is about $650,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Ken
Is Ken Hoyt a fee-only financial advisor?
Yes. Ken Hoyt is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ken's firm.
How does Ken charge for financial advice?
Ken's firm, Hoyt Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ken Hoyt based?
Ken Hoyt is based in Westford, Massachusetts.
What credentials does Ken Hoyt hold?
Ken Hoyt holds the CFP credential.
Is Ken Hoyt registered with the SEC?
Yes. Ken Hoyt is registered as an investment adviser representative in MA (CRD 4630079), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hoyt Wealth Management manage?
Hoyt Wealth Management reports $37.1M across 57 accounts in assets under management.
How do I contact Ken Hoyt?
Contact details aren't on file yet. Search for Hoyt Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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