Melissa Hoyer
The Wealth Conservancy · Boulder, Colorado
Melissa Hoyer is a fee-only financial advisor at The Wealth Conservancy in Boulder, Colorado, who holds the CFP credential. The Wealth Conservancy reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Wealth Conservancy |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $260.0M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, NH, TX · CRD 5736614 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wayintowealth.com |
How Melissa's firm compares
- The Wealth Conservancy's average account is about $1.2 million, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Melissa
Is Melissa Hoyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and The Wealth Conservancy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melissa charge for financial advice?
Melissa's firm, The Wealth Conservancy, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Melissa Hoyer based?
Melissa Hoyer is based in Boulder, Colorado.
What credentials does Melissa Hoyer hold?
Melissa Hoyer holds the CFP credential.
Is Melissa Hoyer registered with the SEC?
Yes. Melissa Hoyer is registered as an investment adviser representative in CA, CO, NH and TX (CRD 5736614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Wealth Conservancy manage?
The Wealth Conservancy reports $260.0M across 220 accounts in assets under management.
How do I contact Melissa Hoyer?
Through Melissa's website, www.wayintowealth.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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