# Daniel Witherspoon

> Daniel Witherspoon is a fee-only financial advisor at LifeWise Wealth Advisors in Champaign, Illinois. Daniel charges a flat fee or retainer and focuses on flat-fee planning, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/daniel-witherspoon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** LifeWise Wealth Advisors
- **Based in:** Champaign, Illinois
- **Fee model:** Flat fee or retainer
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $491.9M across 1,123 accounts
- **Specialties:** Flat-fee planning, Retirement planning, Family wealth transfer, Small business owners, Founders (pre-exit)
- **Works with:** Retirees, Multi-generational families, Founders
- **CRD:** 7378298 (https://adviserinfo.sec.gov/individual/summary/7378298)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2022)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.lifewisewealth.com

## Frequently asked questions

### Is Daniel Witherspoon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?

Daniel charges a flat fee or retainer.

### Does Daniel work with clients virtually?

Yes. LifeWise Wealth Advisors says on its website that it works with clients remotely.

### Where is Daniel Witherspoon based?

Daniel Witherspoon is based in Champaign, Illinois.

### What does Daniel specialize in?

Daniel's specialties include flat-fee planning, retirement planning, family wealth transfer, small business owners and founders (pre-exit). Daniel works with retirees, multi-generational families and founders.

### Is Daniel Witherspoon registered with the SEC?

Yes. Daniel Witherspoon is registered as an investment adviser representative in IL (CRD 7378298), 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 Daniel Witherspoon?

Through Daniel's website, www.lifewisewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7378298): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lifewisewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.