John Boyer, Inc.

John Boyer, Inc., operating as Wisdom Financial Planning, is a registered investment advisor based in Tampa, Florida. The firm was established in November 2007 by John R. Boyer, who serves as the President, Director, and Chief Compliance Officer. John Boyer, Inc. primarily offers financial planning services, including individualized financial resource management based on clients' needs and objectives. The firm's investment strategies involve fundamental and technical analysis, focusing on individual securities, ETFs, and mutual funds. Client assets are managed on both discretionary and non-discretionary bases, with a total of $158,564,720 under management as of December 31, 2024. For financial planning services, fees start at $1,500, with additional costs based on the complexity of the plan. Portfolio management fees are assessed quarterly based on a percentage of assets under management, ranging from 0.75% to 1.50%. John Boyer, Inc. acts as a fiduciary, providing services in the best interests of clients. The firm does not charge performance-based fees and does not engage in principal or agency cross securities transactions for client accounts. Clients retain voting rights for their securities, and the firm does not vote proxies on their behalf. John Boyer, Inc. maintains strict privacy policies to protect clients' personal information and does not sell such data to third parties. Clients can request a copy of the firm's Privacy Policy or ask questions by contacting the Operations Manager, Sarina Correa.