Hoyt Scott Robey
Investment adviser representative at Simplicity Wealth
35 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
35 years in the industry.
- Simplicity WealthMay 2023 to now
- Personal Economics Financial Group, LLCSep 1991 to now
- Townsquare Capital LLCMar 2020 to May 2023
- Ars Investment Advisors, Inc.May 2018 to Mar 2020
- Allstate Insurance CoFeb 2016 to May 2018
- AllstateDec 2015 to May 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (UT).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2927026
- Firm CRD
- 300572