Lydia Grace Boyer
Investment adviser representative at Ridgeline Wealth Planning LLC
10 yearsExperience
2 statesRegistered in
$259.6MFirm assets
2 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Ridgeline Wealth Planning LLCJun 2025 to now
- Ridgeline Wealth Planning LLCMay 2024 to Jul 2024
- Ham N GoodysMay 2022 to Aug 2023
- Cedarville UniversityAug 2021 to May 2025
- CulversMay 2021 to Aug 2021
- Christian Academy of KnoxvilleAug 2019 to Jun 2021
- Parents Day OutMay 2019 to Aug 2020
- Knoxville Christian SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ridgeline Wealth Planning LLC
$259.6MAssets managed
443Clients
5Advisers
2 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
- 8180515
- Firm CRD
- 307702