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WISDOM FINANCIAL PLANNING
JOHN BOYER, INC.
CRD 145275 · SEC 801-121513
1304 DESOTO AVE, 101, TAMPA, FL, 33606, United States
Phone
813-254-9500
Fax
813-254-4422
Registration
— (—)
Source
State registered
Total AUM
$165.6M
Discretionary AUM
$152.2M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $27.3M |
| High net worth individuals | 57 | $138.3M |
All web addresses on file
Official SEC filing: View on IAPD