Wealth With No Regrets�

**Background and Expertise:** Boomfish Wealth Group, LLC, operating as Wealth With No Regrets®, is an SEC-registered investment adviser established in 2011 by Barry Spencer and Scott Noble. The firm specializes in providing investment advisory services and integrated financial planning services to retail investors, including portfolio management, retirement income planning, insurance planning, tax planning, and estate planning. **Consumer-Facing Terms:** - **Minimum Initial Investment:** No specified minimum initial investment mentioned. - **Fee Structure:** Annual portfolio management fee of up to 0.35% per quarter (up to 1.4% annually), billed quarterly in advance. - **Fiduciary Status:** Acknowledged fiduciary duty under Department of Labor rules. - **Investment Discretion:** Clients grant the firm discretionary authority over the selection and amount of securities to be bought or sold. - **Investment Strategy:** Focus on long-term investments, managing risk, being opportunistic, staying focused, and strategic thinking. - **Account Size:** Managed $192,563,000 in client assets on a discretionary basis as of December 31, 2024. - **Other Compensation:** Compensation arrangements with IRMAA Certified Planner for client referrals. **Advisory Business Description:** The firm offers financial planning services addressing various financial aspects, such as retirement income planning, insurance planning, tax planning, charitable planning, and estate planning. Investment strategies include long-term purchases, short-term purchases, and options trading/writing. The firm's investment philosophy emphasizes long-term investing, risk management, opportunistic investing, focus, and strategic thinking. This summary is based on the information provided in the Form ADV Part 2A Brochure of Boomfish Wealth Group, LLC DBA Wealth With No Regrets® as of March 4, 2025. For more detailed information, please refer to the original document.