John Richard Boyer
Investment adviser representative at Wisdom Financial Planning
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- John Boyer, Inc.Aug 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2020 to now
- Wisdom Financial PlanningJul 2010 to now
- Securities Service Network, Inc.Mar 1995 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Wisdom Financial Planning
Legal name: John Boyer, Inc.
$165.6MAssets managed
185Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1981777
- Firm CRD
- 145275