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Justin David Boyle

Advisor at Benefit Investing LLC — Denver, CO

Updated today

Credentials

Series 65

Experience

2 years

Location

Denver, CO

Benefit Investing LLC logo

Benefit Investing LLC

Independent

Total advisors

1

Clients per advisor

1 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Justin Boyle is a financial advisor at Benefit Investing LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in education, including positions at the Montessori School of Denver and Aurora Public Schools, and spent five years at The University of Alabama. His background in mathematics education and academic research influences his approach to financial advising. Benefit Investing LLC provides employer-funded financial education workshops as well as individualized project-based financial planning and ongoing advisory services. The firm emphasizes client education and decision-making, offering diversified investment recommendations without custody or trade execution, and serves businesses, individuals, and families through interactive workshops and advisory meetings.

Client services

Based on Benefit Investing LLC

Financial planning Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Benefit Investing LLC

General retirement planning Retirement income strategy Income planning Social Security optimization Cash flow / budgeting

Demographic focus

Based on Benefit Investing LLC

Young Families

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Fee options

Fixed

Financial education advising workshops charged per group size from $700 to $2400 per 2-hour workshop

Percentage

$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

Project-based

$160 per hour for project based financial planning

Other

Fee-only: Project based financial planning at $160 per hour; workshop group rates ranging from $700 to $2400 depending on group size

Location

Denver, CO

Denver CO

Advisors at this office

1

Most active in

Colorado

Work history

2 years of industry experience

Benefit Investing LLC

2024 - Present • 2 years

Denver, CO

Unemployed

2023 - 2024 • 1 year

Denver, CO

Montessori School of Denver

2020 - 2023 • 3 years

Denver, CO

Aurora Public Schools

2019 - 2020 • 1 year

Aurora, CO

The University of Alabama

2014 - 2019 • 5 years

Tuscaloosa, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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General retirement planning Cash flow / budgeting Wealth management Active portfolio management

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CFP®, Series 66

Arvada, CO

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RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

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CFP®

Littleton, CO

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Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

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Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

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CFA®, Series 63

Greenwood Village, CO

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Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Self-Employed Retired Executive Approaching retirement Established Professionals Retired Intergenerational Families

Stephanie M

CFP®, EA

Arvada, CO

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Active portfolio management Retirement income strategy Medicare planning General tax planning Early retirement planning Approaching retirement Established Professionals Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Young Professionals
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