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Boyer Financial Services, Inc.

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Client assets under management

$162,709,989

Clients

226

29% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

75

High

Average account size

$719,956

About

Boyer Financial Services serves a mix of individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm also advises on alternative investments and private placements for qualified investors and facilitates insurance recommendations when supervised persons act in their separate licensed capacity.

Portfolios are constructed and monitored with an emphasis on asset allocation, cost efficiency, tax awareness, and ongoing review, with strategies that can include equities, fixed income, ETFs, options strategies, and limited digital asset exposure via cryptocurrency ETFs upon client request. Boyer may allocate assets to third‑party managers — including programs that offer direct indexing and options overlay strategies — and uses technology tools (including AI) for administrative tasks like meeting transcription and research aggregation while keeping investment decisions under human adviser control.

Compared with many peers, the firm highlights retirement plan fiduciary education and participant education (non-individualized) as part of its plan services and provides periodic performance or account reports and access to educational materials or training resources from custodians and product vendors. Other noteworthy features disclosed in the brochure include use of a third‑party insurance processing platform (Synchronize) to administer insurance transactions and layered third‑party manager offerings with distinct minimums and fee disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Tax-loss harvesting Private / alternative investments Concentrated stock management Annuities

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning standalone engagements charged a fixed fee negotiated in advance.

Percentage

$250,000 - $500,000: Up to 1.50% $500,001 - $1,250,000: Up to 1.25% $1,250,001 - $5,000,000: Up to 1.00% $5,000,001 - $10,000,000: Up to 0.85% $10,000,001 - $25,000,000: Up to 0.75% $25,000,001+: Up to 0.65%

Commissions

Insurance commissions ranging approximately 30%–100% of annual premium depending on product type, paid to certain licensed IARs in their separate insurance capacity.

Other

Account minimum: $250,000

Main office location

Boyer Financial Services, Inc.

4063 Birch St., Suite 150

Newport Beach CA 92660, United States

Number of offices

1

Most active in

More info

Arizona · California · Idaho · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Instagram YouTube Website 949-336-4990

Advisors at this firm

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Mark B

Series 63

Newport Beach, CA

Boyer Financial Services, Inc.

Mark Boyer is a financial advisor at Boyer Financial Services, Inc. in Newport Beach, CA, holding a Series 63 designation with 31 years of industry experience. He previously worked at LPL Financial LLC for over two decades. Outside of his advisory role, Boyer is president of KB Edge Inc., a sports performance training facility, and serves on the advisory board of the Southern California Fellowship of Christian Athletes. Boyer Financial Services is an SEC-registered, fee-based wealth management firm that serves individuals, high-net-worth families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, using both fundamental and technical analysis to tailor investment programs with ongoing monitoring and regular reviews.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments Concentrated stock management Annuities Founder/Business Owner Executive
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Markus B

Series 65

Newport Beach, CA

Boyer Financial Services, Inc.

Markus Boyer is a financial advisor at Boyer Financial Services, Inc. in Newport Beach, CA, holding a Series 65 designation with five years of industry experience. His prior roles include work with Athlete Management and positions at LPL Financial and Fresno State. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes asset allocation, cost efficiency, tax awareness, and uses technology tools, including AI, for administrative support while maintaining human oversight of investment decisions.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments Concentrated stock management Annuities Founder/Business Owner Executive
user avatar

Jason J

CFP®, Series 63, Series 65

Newport Beach, CA

Boyer Financial Services, Inc.

Jason Jacobi is a CFP® with 12 years of industry experience and is currently an advisor at Boyer Financial Services, Inc. Prior to joining Boyer in 2024, he worked at LPL Financial, Pacific Life Insurance Company, and Pacific Select Distributors Inc. He is co-owner of The Jacobi Group, a family-run PR and marketing firm, and serves as a non-executive board member advising Unbiased Inc. on the US RIA space. Boyer Financial Services is an SEC-registered, fee-based wealth management firm serving individuals, high-net-worth families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, implementing tailored investment programs with ongoing monitoring and client education as key features.

Options & derivatives strategies Tax-loss harvesting Private / alternative investments Concentrated stock management Annuities Founder/Business Owner Executive
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