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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2010
- Office Locations
- 1
Office Locations
About Wisdom Financial Planning
Wisdom Financial Planning is a Tampa, FL-based RIA serving retirees and near-retirees nationwide with retirement-focused financial planning and ongoing portfolio management. The firm emphasizes IRA and Roth conversion decisions, tax-aware withdrawal and charitable giving strategies, and coordinates estate and insurance planning. Portfolios are primarily implemented with ETFs and custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN RICHARD BOYER
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1981777
- Ownership
- 75% or more
Sarina Louise Correa
Chief Compliance Officer, Wealth Management Consultant
- CRD
- #4516360
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,175,437 | $319,026 |
| Non-Discretionary | $13,407,606 | $893,840 |
| Total | $165,583,043 | $336,551 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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