# Jonathan Wiley

> Jonathan Wiley is a fee-only financial advisor at Wiley in Greenwich, Connecticut. Jonathan focuses on estate & legacy planning and retirement planning. Wiley reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Wiley
- **Based in:** Greenwich, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $29.2M across 106 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **Works with:** Founders
- **CRD:** 5460021 (https://adviserinfo.sec.gov/individual/summary/5460021)
- **SEC registration:** Investment adviser representative in AZ, CT, FL
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://wileyinvestment.com/

## Frequently asked questions

### Is Jonathan Wiley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Wiley reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Wiley, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jonathan Wiley based?

Jonathan Wiley is based in Greenwich, Connecticut.

### What does Jonathan specialize in?

Jonathan's specialties include estate & legacy planning and retirement planning. Jonathan works with founders.

### Is Jonathan Wiley registered with the SEC?

Yes. Jonathan Wiley is registered as an investment adviser representative in AZ, CT and FL (CRD 5460021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wiley manage?

Wiley reports $29.2M across 106 accounts in assets under management.

### How do I contact Jonathan Wiley?

Through Jonathan's website, wileyinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5460021): 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://wileyinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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