PlannerFees

Loyd Financial Management Inc. fees and pricing

Financial planner in Centennial, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Loyd Financial Management Inc. charges $395 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$395/hr
“The hourly rate for one-time engagements, based on scope of work, will not exceed $395.00/hour.”

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

How Loyd Financial Management Inc. bills

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

  • “Services are paid for directly through advisory fees billed to the Client or are indirectly paid by Loyd Financial.”
  • “Additional deposits or withdrawals of funds and/or securities into or out of the Focus portfolio will be subject to the same fees, prorated based on the number of days remaining in the quarter after your funds are invested into an asset allocation.”
  • “Since Client advisory fees are collected in advance, Loyd Financial will refund unearned fees, due to termination, paid in advance on a pro-rata basis.”

How Loyd Financial Management Inc.’s fees compare

  • Its hourly rate of $395 is above the Colorado median of $300. 79% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Centennial that publish an hourly rate charge less.

About Loyd Financial Management Inc.

“Loyd Financial provides personalized comprehensive financial planning and fee-only investment management to individuals, including high net worth individuals and charitable organizations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Donald P. Loyd
  • Firm size: 2 employees.
  • Founded: 1998 (28 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Clients
149
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$133,543,388
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
112236
Website
loydfinancial.com (opens in new tab)
Phone
(303) 779-0987

Can advise clients in 4 states: California, Colorado, Michigan, Texas

Other planners in Centennial that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.