Caleb Smoes
LifeWise Wealth Advisors · Champaign, Illinois
Caleb Smoes is a fee-only financial advisor at LifeWise Wealth Advisors in Champaign, Illinois. Caleb charges a flat fee or retainer and focuses on flat-fee planning, retirement planning and family wealth transfer.
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Founders
Facts
| Firm | LifeWise Wealth Advisors |
|---|---|
| Based in | Champaign, Illinois |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $491.9M across 1,123 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 5968483 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lifewisewealth.com |
| Profile |
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Questions about Caleb
Is Caleb Smoes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and LifeWise Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb charges a flat fee or retainer.
Does Caleb work with clients virtually?
Yes. LifeWise Wealth Advisors says on its website that it works with clients remotely.
Where is Caleb Smoes based?
Caleb Smoes is based in Champaign, Illinois.
What does Caleb specialize in?
Caleb's specialties include flat-fee planning, retirement planning, family wealth transfer, small business owners and founders (pre-exit). Caleb works with retirees, multi-generational families and founders.
Is Caleb Smoes registered with the SEC?
Yes. Caleb Smoes is registered as an investment adviser representative in IL and TX (CRD 5968483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LifeWise Wealth Advisors manage?
LifeWise Wealth Advisors reports $491.9M across 1,123 accounts in assets under management.
How do I contact Caleb Smoes?
Through Caleb's website, www.lifewisewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LifeWise Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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