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WISDOM FINANCIAL PLANNING

TAMPA, FL · CRD 145275 · IAPD ↗ · wisdomfp.com · 813-254-9500

$165.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — WISDOM FINANCIAL PLANNING changed its website from johnboyerinc.com to wisdomfp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2026 — WISDOM FINANCIAL PLANNING grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — JOHN BOYER, INC. is now doing business as WISDOM FINANCIAL PLANNING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.