Hoyt Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,800⁠-⁠$9,600

“The fixed fee can range between $4,800 and $9,600.”

Monthly fee

$300⁠-⁠$1,000/mo

“For clients paying monthly, the fee is $300-$1000 per month.”

Quarterly fee

$900⁠-⁠$3,000/qtr

“For clients paying quarterly, the fee is $900-$3000 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hoyt Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, but may be paid by check at the discretion of HWM.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Hoyt Wealth Management’s fees compare

• Its flat or project fee of $4,800-$9,600 is above the Massachusetts median of $4,750. 73% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Westford that publish a flat or project fee charge less.

About Hoyt Wealth Management

• Principal: Kenneth Hoyt
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$37,072,636

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310023

Website

hoytwealthmanagement.com (opens in new tab)

Phone

(508) 944-1926

Other planners in Westford that publish fees

• Collaborative Wealth Advisors, LLCWestford$250/hr, $800⁠-⁠$4,000
• North Shore Wealth ManagementWestford$1,000⁠-⁠$3,000
• Perennial Advisors Group, LLCWestford$5,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Westford