John Foley
LifeWise Wealth Advisors · Champaign, Illinois
John Foley is a fee-only financial advisor at LifeWise Wealth Advisors in Champaign, Illinois, who holds the CFP and ChFC credentials. John 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL · CRD 1287148 |
| Exams passed | Series 63 (1991) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lifewisewealth.com |
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Questions about John
Is John Foley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John charges a flat fee or retainer.
Does John work with clients virtually?
Yes. LifeWise Wealth Advisors says on its website that it works with clients remotely.
Where is John Foley based?
John Foley is based in Champaign, Illinois.
What does John specialize in?
John's specialties include flat-fee planning, retirement planning, family wealth transfer, small business owners and founders (pre-exit). John works with retirees, multi-generational families and founders.
What credentials does John Foley hold?
John Foley holds the CFP and ChFC credentials.
Is John Foley registered with the SEC?
Yes. John Foley is registered as an investment adviser representative in IL (CRD 1287148), 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 John Foley?
Through John'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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