John Liles is a CFP-designated registered investment advisor at John H. Liles, CFP, based in Napa, CA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 71 clients with $41M 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 $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Location
Napa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
John H. Liles, CFP
State Registrations1 state
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