CLOYD CAPITAL
Financial Planning for Everyone
What We Offer
Cloyd Capital offers personalized, transparent financial planning for individuals at all stages of life, not just the wealthy. Our flat-fee model means you’ll always know exactly what you’re paying, and our advice is tailored to your unique goals.
Whether you're just starting out or planning your retirement, you're in the right place.
What Sets Us Apart
Transparent Flat Fees
Know what you're paying, with no surprises.
Personalized Financial Guidance
Tailored to your goals and lifestyle.
Open to Everyone
No asset minimums or exclusivity.
Keep More of Your Money
Traditional advisors charge a percentage of your assets, meaning your costs rise exponentially as your portfolio grows. At Cloyd Capital, we charge flat fees instead, helping you keep more money in your pocket. Take a look at the graph on the right displaying annual fees for an average investor*. Traditional fees grow exponentially over time, while our fees increase in small steps, keeping more of your hard-earned money in your pocket.
Cloyd Capital vs. Traditional fees
*An average investor is assumed to be someone with $25k to invest, making $60k annually, contributing 10% of their salary to retirement, and getting a 5% employer match. Traditional fees used are covered on Pricing page.
