Hoyt Wealth Management
Westford, Massachusetts
Hoyt Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 13 of them high net worth.
- Its average account is about $650,000 (assets it manages divided by its 57 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Westford, Massachusetts |
|---|
Questions about Hoyt Wealth Management
How is Hoyt Wealth Management paid?
Hoyt Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Hoyt Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hoyt Wealth Management.
What is the average account at Hoyt Wealth Management?
Hoyt Wealth Management's average account is about $650,000. That's the assets on its Form ADV divided by its 57 accounts.
What does Hoyt Wealth Management specialize in?
Hoyt Wealth Management's advisors and website list equity compensation, retirement planning and tax planning.
Is Hoyt Wealth Management accepting new clients?
Yes, according to Hoyt Wealth Management's website, checked November 7, 2026.
Hoyt Wealth Management fees
Hoyt Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 6 |
| High-net-worth clients | 13 |
| Accounts managed | 57 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 310023 |
Advisors at this firm (1)
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