Ken Hoyt, CFP®, EA Hoyt Wealth Management
- 234 Littleton Road, Westford, MA 01886
- (978) 577-6358
- xra@ublgjrnyguznantrzrag.pbz
- http://www.hoytwealthmanagement.com/
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.
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%
