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Joseph Boyle

Kintra Wealth, LLC
22 Years of Experience
Williamsport, PA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Joseph Boyle is a registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B in assets under management.

Kintra Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,914 clients
Average Client Portfolio
$515K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $15.0M0.50%
$15.0M - $25.0M0.40%
$25M+0.30%

Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2019
Regulatory
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is an accountant and owner of an accounting consultation and tax preparation business since 2004, dedicating a few hours per week to it. He is also an independent insurance agent selling fixed insurance, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Kintra Wealth, LLC
December 2025 - Present · 10 mos
Previous Registrations
Integrity Alliance, LLC
October 2019 - November 2025 · 6 yrs 1 mo
Integrity Alliance, LLC.Broker
October 2019 - November 2025 · 6 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2018 - September 2019 · 1 yr 4 mos
Voya Financial Advisors, INC.
May 2018 - September 2019 · 1 yr 4 mos
Voya Financial Advisors, INC.
February 2007 - May 2018 · 11 yrs 3 mos
Voya Financial Advisors, INC.Broker
April 2004 - May 2018 · 14 yrs 1 mo
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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