John Foley
John Foley is a CFP, ChFC-designated registered investment advisor at Lifewise Wealth Advisors, based in Champaign, IL, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 433 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable based on relationship size, complexity, and time commitments. Family accounts living at the same address are grouped together for fee calculations.
Fee Estimator
Location
2911 Crossing Court, Suite 102, Champaign, IL, 61822
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating minimal time to this activity. He is also co-owner of Central Illinois Group LLC (DBA Lifewise Wealth Advisors), spending about a quarter of his time on financial services, and owner of CIG Tax Advisors LLC (DBA Lifewise Tax Advisors), spending minimal time on business administration, staff supervision and business development.
Employment History
Current Registrations
Lifewise Wealth Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
First Advisors Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
First Advisors Financial Group, LLC
Comprehensive Asset Management and Servicing, INC.Broker
Comprehensive Asset Management and Servicing, INC.
First Advisors Financial Group, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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