Wisdom Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wisdom Financial Planning provides financial planning and investment advisory services to individuals, high-net-worth clients, families, trusts, business owners, and retirement plans. Its services include one-time or limited-scope financial plans (hourly or fixed fees), discretionary and non-discretionary portfolio management, annuity-management advice, and consulting for certain brokerage customers.
The firm’s investment approach is primarily long-term and fundamentally driven, with portfolios typically built from diversified, low-cost ETFs and mutual funds and adjusted or rebalanced as market conditions or client circumstances warrant. Accounts are monitored on an ongoing basis and the firm can advise on or manage held-away assets using a third-party technology platform while working through a qualified custodian relationship.
Noteworthy aspects that distinguish the firm from many peers include that the firm’s principal is a licensed insurance professional who may recommend insurance products and receive customary commissions, creating a potential conflict of interest with advisory recommendations. The firm also provides compensated consulting services to a broker-dealer, offers ERISA retirement-plan advisory options, and operates as a compact two-advisor practice managing roughly $165 million for about 185 clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally start at $500 and may increase depending on scope and complexity
$0 - $500,000: 1.50% annually $501,000 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: Negotiable
$250 to $500 per hour for financial planning services
Fee-only: Financial planning fees: $250 to $500 per hour; Fixed fees start at $500 and may increase depending on scope and complexity
Main office
1304 Desoto Ave, 101
Tampa FL 33606
Advisors at this office
2
Most active in
Florida · Ohio
Also doing business as
John Boyer, Inc. · Wisdom Financial Planning
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.
Advisors at this firm
John B
CFP®, Series 63, Series 65
Tampa, FL
Wisdom Financial Planning
John Boyer is a CFP® with 37 years of experience in the financial services industry. He is currently with Wisdom Financial Planning and has previously worked at Securities Service Network, Inc. for 25 years. Outside of advising, he is a licensed insurance professional involved in insurance planning, including life, disability, and long-term care products. Wisdom Financial Planning serves individuals, families, business owners, and retirement plans with financial planning and investment advisory services. The firm employs a fundamentally driven, long-term investment approach using diversified, low-cost ETFs and mutual funds, and manages accounts with ongoing monitoring and rebalancing as needed.
Sarina C
Series 65
Tampa, FL
Wisdom Financial Planning
Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.
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