Ken Hoyt, CFP®, EA Hoyt Wealth Management
- 234 Littleton Road, Westford, MA 01886
- (978) 577-6358
- http://www.hoytwealthmanagement.com/
About Ken Hoyt, CFP®, EA
I have been interested in finance since high school, from preparing my siblings tax returns to following the stock market. During high school I worked in the family business, which my grandfather started many decades ago.
After graduating from college, I held several positions in investment accounting, and technology sales, eventually deciding that working directly with clients was my true calling. This led me to become a traditional financial advisor, but I quickly learned that most of these jobs were commissioned sales positions. While this provided valuable experience, I came to realize that the sales-oriented culture did not align with my personality or my clients’ best interests. Thus my 7 year hiatus from financial planning began, working as an account manager at IBM.
During my time at IBM, I launched Hoyt Wealth Management with the goal of helping clients achieve financial peace of mind. In 2017, it was time to go full-time with financial planning so I joined a local firm, where I advised clients for 2 ½ years until deciding to go solo in 2020.
I’m a Massachusetts native, growing up in Natick but living in Westford with my family since 2015. When not working, I enjoy tennis, golf, hiking, cooking, road trips around New England, and attempting to grow things.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $1700+/qtr
- Flat Fee: $6800+/engagement
- Assets Under Management: 0.20%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
