John Liles
John H. Liles, CFP · Napa, California
John Liles is a fee-only financial advisor at John H. Liles, CFP in Napa, California, who holds the CFP credential. John H. Liles, CFP reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | John H. Liles, CFP |
|---|---|
| Based in | Napa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.7M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1824552 |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- John H. Liles, CFP's average account is about $946,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about John
Is John Liles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and John H. Liles, CFP 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's firm, John H. Liles, CFP, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Liles based?
John Liles is based in Napa, California.
What credentials does John Liles hold?
John Liles holds the CFP credential.
Is John Liles registered with the SEC?
Yes. John Liles is registered as an investment adviser representative in CA (CRD 1824552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John H. Liles, CFP manage?
John H. Liles, CFP reports $40.7M across 43 accounts in assets under management.
How do I contact John Liles?
Contact details aren't on file yet. Search for John H. Liles, CFP.
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
- 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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