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WISDOM FINANCIAL PLANNING
Legal name: JOHN BOYER, INC.
CRD 145275File 801-121513
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$165.6M
Bottom 25% of cohort (national)
Discretionary AUM
$152.2M
Non-discretionary $13.4M
Clients
185
492 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 16, 2021
- Principal office
- 1304 DESOTO AVE, 101, TAMPA, FL, 33606
- Phone
- 813-254-9500
- Website
- https://www.wisdomfp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.6M
- Discretionary AUM
- $152.2M
- Non-discretionary AUM
- $13.4M
- Discretionary accounts
- 477
- Non-discretionary accounts
- 15
- Total accounts
- 492
- AUM per client
- $895K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $138.3M |
| Individuals (other than high net worth individuals) | 128 | $27.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.