Loyd Financial Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Loyd Financial Management provides comprehensive financial planning and fee-only investment management to individuals, high-net-worth clients, and charitable organizations. The firm manages a mix of assets — including model portfolio accounts, legacy assets, 529 college savings accounts, and variable annuities — across roughly 149 client relationships.
The firm delivers advice primarily through a Turnkey Asset Management Platform (TAMP) and structured, asset-class allocation models that use no-load mutual funds and ETFs; Focus designs and implements the model portfolios while Loyd Financial monitors and supervises the recommendations. Unlike most peers, Loyd Financial manages client accounts on a non-discretionary basis—clients retain final authority to accept or reject portfolio actions—and provides financial planning to platform clients at no additional charge.
Noteworthy for a supported-size practice, Loyd Financial reports all regulatory assets as non-discretionary, a characteristic that is uncommon among similar firms. The firm also extends no-cost oversight for “legacy” and miscellaneous holdings (e.g., 529s and variable annuities) for platform clients, recommends a specific custodian and TAMP provider as part of its operational model, and is led by a CFP-designated principal who also holds an inactive law license.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.30% to 0.95% $1,000,000+: 0.45% to 0.95%
Up to $395/hour for one-time financial planning engagements without Focus portfolios.
Account minimum: $6,000 Fee-only: Advisory fees ranging from 0.30% to 0.95% based on services performed and assets under management, deducted quarterly.
Main office
7475 East Peakview Avenue, Building 10
Centennial CO 80111
Advisors at this office
1
Most active in
California · Colorado · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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