Ken Hoyt, CFP®, EA Hoyt Wealth Management

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About Ken Hoyt, CFP®, EA

I have been fascinated by all things related to finance since high school, from preparing my siblings’ tax returns to following the stock market. I would save money from working in the family business and marvel at how bank interest compounded over time.

After graduating from college, I worked for several years in investment accounting, eventually deciding that working directly with clients was my true calling. This led me to become a traditional financial advisor, selling investments for a commission. While this provided valuable experience, I came to realize that the sales-oriented culture did not align with my clients’ best interests.

During a stint at IBM, I launched Hoyt Wealth Management with the goal of helping clients achieve financial peace of mind. When it was time to go full-time with financial planning, I joined a local firm, where I advised clients for 2 ½ years until deciding to go solo.

I live in Westford, Massachusetts with my wife, three teenagers, and our dog. When I’m not working, I enjoy playing tennis, running, and learning new things.

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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

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1200+/qtr
  • Flat Fee: $4800+/engagement
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.80%

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.

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