JOHN BOYER, INC.
Doing business as WISDOM FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$165,583,043
Discretionary
$152,175,437
Non-discretionary
$13,407,606
Firm details
- CRD number
- 145275
- SEC file number
- 801-121513
- Main office
- TAMPA, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.wisdomfp.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.