Justin Boyle
Advisor at Benefit Investing LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Benefit Investing LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Denver, CO
Credentials
Series 65
Industry experience
1 year
Justin Boyle is the principal advisor at Benefit Investing LLC in Denver, CO, holding a Series 65 designation with one year of industry experience. Before founding the firm, he worked in education roles including at the Montessori School of Denver and Aurora Public Schools, and has a background in academic teaching and research from The University of Alabama. Benefit Investing LLC provides employer-funded financial education workshops and offers individual advisory services through project-based planning and ongoing engagements. The firm focuses on client education and decision-making, combining fundamental and technical analysis with diversified portfolios, while clients handle account implementation and maintenance.
Based on Benefit Investing LLC
Based on Benefit Investing LLC
Financial education advising workshops charged per group size from $700 to $2400 per 2-hour workshop
$1,000 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $6,000,000: 0.50% annually $6,000,001 - $9,000,000: 0.35% annually $9,000,001+: 0.20% annually
$160 per hour for project based financial planning
Fee-only: Project based financial planning at $160 per hour; workshop group rates ranging from $700 to $2400 depending on group size
Denver, CO
Colorado
Benefit Investing LLC
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Montessori School of Denver
2020 - 2023 (3 years)
Aurora Public Schools
2019 - 2020 (1 year)
The University of Alabama
2014 - 2019 (5 years)
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