John Boyer is a CFP-designated registered investment advisor at Wisdom Financial Planning, based in Tampa, FL, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 174 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
1304 Desoto Ave, 101, Tampa, FL, 33606
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns John Boyer, Inc., providing investment advisory services, portfolio construction, planning advice, and client appointments, dedicating nearly full-time hours. He also works as an insurance sales agent for fixed insurance, focusing on life, disability, long-term care, and fixed annuities, dedicating minimal time.
Employment History
Current Registrations
Wisdom Financial Planning
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Barron Asset Management, INC.
Barron Asset Management, INC.
Securities Service Network, LLCBroker
Chase Manhattan Investment Services, INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations2 states
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.