Brian Joyce
Intelligent Investing · Loveland, Colorado
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.
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Facts
| Firm | Intelligent Investing |
|---|---|
| Based in | Loveland, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $118.5M across 289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, MA · CRD 4797762 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | intelligentinvestingllc.com |
| Profile |
How Brian's firm compares
- Intelligent Investing's average account is about $410,000, from its Form ADV (assets managed divided by 289 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Intelligent Investing website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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