AdvisorCensus / Financial advisors / Florida / Tampa / Wisdom Financial Planning
Wisdom Financial Planning
Filed as WISDOM FINANCIAL PLANNING · Legal name John Boyer, Inc.
Wisdom Financial Planning is an SEC-registered investment advisory firm in Tampa, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Wisdom Financial Planning compensated?
On its Form ADV (Item 5.E, October 2026), Wisdom Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Wisdom Financial Planning located?
Wisdom Financial Planning's principal office is in Tampa, FL, according to its Form ADV.
Is Wisdom Financial Planning registered with the SEC or a state?
Wisdom Financial Planning is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 145275.
How much does Wisdom Financial Planning manage?
Wisdom Financial Planning reports $165,583,043 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (92% discretionary).
How have Wisdom Financial Planning's assets and staff changed since 2021?
In the Form ADV data for Wisdom Financial Planning: Regulatory assets under management: $107,154,122 in the October 2021 data and $165,583,043 in the October 2026 data, up 55%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wisdom Financial Planning serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (57).
Does Wisdom Financial Planning report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145275
What changed in Wisdom Financial Planning's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 3. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$165,583,043 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- John Boyer, Inc.
- Also doing business as
- WISDOM FINANCIAL PLANNING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $165,583,043 | 3 | March 31, 2026 |
| October 2025 | $158,564,721 | 2 | March 27, 2025 |
| October 2024 | $139,700,000 | 2 | March 25, 2024 |
| October 2023 | $114,250,000 | 2 | March 29, 2023 |
| October 2022 | $117,000,000 | 2 | March 25, 2022 |
| October 2021 | $107,154,122 | 2 | May 20, 2021 |
Regulatory assets under management: $107,154,122 in the October 2021 data and $165,583,043 in the October 2026 data, up 55%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 3.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wisdom Financial Planning (CRD 145275): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wisdom-financial-planning-tampa-fl-145275