# Wisdom Financial Planning

> 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.

- CRD: 145275
- Filed as: WISDOM FINANCIAL PLANNING
- Legal name: John Boyer, Inc.
- Also doing business as: WISDOM FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145275
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-financial-planning-tampa-fl-145275

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $165,583,043
- Discretionary: $152,175,437
- Non-discretionary: $13,407,606

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $27,287,444 |
| High net worth individuals | 57 | $138,295,599 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisdomfp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,154,122 | 2 | May 20, 2021 |
| October 2022 | $117,000,000 | 2 | March 25, 2022 |
| October 2023 | $114,250,000 | 2 | March 29, 2023 |
| October 2024 | $139,700,000 | 2 | March 25, 2024 |
| October 2025 | $158,564,721 | 2 | March 27, 2025 |
| October 2026 | $165,583,043 | 3 | March 31, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Financial Planning (CRD 145275): Form ADV filing data as of October 2026.