John Boyd
MDRN Wealth · Venice, California
John Boyd is a fee-only financial advisor at MDRN Wealth in Venice, California, who holds the CFP credential. John charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | MDRN Wealth |
|---|---|
| Based in | Venice, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $100.6M across 529 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, FL, LA, NY, TX · CRD 6810394 |
| Exams passed | Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mdrnwealth.com |
How John's firm compares
- MDRN Wealth's average account is about $190,000, from its Form ADV (assets managed divided by 529 accounts).
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Questions about John
Is John Boyd a fee-only financial advisor?
Yes. John Boyd is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.
How does John charge for financial advice?
John charges a percentage of assets.
How much does John charge?
According to MDRN Wealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does John work with clients virtually?
Yes. MDRN Wealth says on its website that it works with clients remotely.
Where is John Boyd based?
John Boyd is based in Venice, California.
What does John specialize in?
John's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation and small business owners. John works with pre-retirees.
What credentials does John Boyd hold?
John Boyd holds the CFP credential.
Is John Boyd registered with the SEC?
Yes. John Boyd is registered as an investment adviser representative in AZ, CA, FL, LA, NY and TX (CRD 6810394), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MDRN Wealth manage?
MDRN Wealth reports $100.6M across 529 accounts in assets under management.
How do I contact John Boyd?
Through John's website, mdrnwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- MDRN Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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