# Brian Joyce

> Brian Joyce is a fee-only financial advisor at Intelligent Investing in Loveland, Colorado, who holds the CFP credential. Intelligent Investing reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-joyce/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Intelligent Investing
- **Based in:** Loveland, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $118.5M across 289 accounts
- **Credentials:** CFP
- **CRD:** 4797762 (https://adviserinfo.sec.gov/individual/summary/4797762)
- **SEC registration:** Investment adviser representative in CO, MA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://intelligentinvestingllc.com

## Frequently asked questions

### Is Brian Joyce a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Intelligent Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Intelligent Investing, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Joyce based?

Brian Joyce is based in Loveland, Colorado.

### What credentials does Brian Joyce hold?

Brian Joyce holds the CFP credential.

### Is Brian Joyce registered with the SEC?

Yes. Brian Joyce is registered as an investment adviser representative in CO and MA (CRD 4797762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intelligent Investing manage?

Intelligent Investing reports $118.5M across 289 accounts in assets under management.

### How do I contact Brian Joyce?

Through Brian's website, intelligentinvestingllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4797762): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://intelligentinvestingllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.