Boyer Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Financial planning standalone engagements charged a fixed fee negotiated in advance.
$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%
Insurance commissions ranging approximately 30%–100% of annual premium depending on product type, paid to certain licensed IARs in their separate insurance capacity.
Account minimum: $250,000
Main office
4063 Birch St., Suite 150
Newport Beach CA 92660
Advisors at this office
4
Most active in
Arizona · California · Idaho · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John M
Series 65
Newport Beach, CA
Boyer Financial Services, Inc.
John Mac Willie IV is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working at LPL Financial and Boyer Financial Services, beginning his advisory career in 2024. Prior to entering the financial industry, he held positions at Chick-Fil-A and Servite High School. Boyer Financial Services serves individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on asset allocation, cost efficiency, tax awareness, and the use of technology tools alongside human adviser oversight.
Mark B
Series 65, Series 63
Newport Beach, CA
Boyer Financial Services, Inc.
Mark Boyer is a financial advisor at Boyer Financial Services, Inc. with over 32 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm. Outside of his advisory practice, Boyer serves as president of KB Edge Inc., a sports performance training facility, and is a board member of the Southern California Fellowship of Christian Athletes, a local ministry serving athletes and coaches. Boyer Financial Services provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, foundations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, tax awareness, and cost efficiency, offering strategies that include equities, fixed income, ETFs, options, and limited digital asset exposure, while incorporating third-party managers and technology tools for administrative support.
Markus B
Series 65
Newport Beach, CA
Boyer Financial Services, Inc.
Markus Boyer is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working in athlete management and solar energy prior to joining the firm. His career includes roles at various financial and consulting organizations as well as academic affiliations. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes asset allocation, cost efficiency, and tax awareness, using a range of investment strategies and technology tools while maintaining human oversight of investment decisions.
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.
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