Joshua Nuss
LifeWise Wealth Advisors · Champaign, Illinois
Joshua Nuss is a fee-only financial advisor at LifeWise Wealth Advisors in Champaign, Illinois, who holds the CFP credential. Joshua 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 |
| SEC registration | Investment adviser representative in IL · CRD 7761328 |
| Exams passed | Series 66 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lifewisewealth.com |
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Questions about Joshua
Is Joshua Nuss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua charges a flat fee or retainer.
Does Joshua work with clients virtually?
Yes. LifeWise Wealth Advisors says on its website that it works with clients remotely.
Where is Joshua Nuss based?
Joshua Nuss is based in Champaign, Illinois.
What does Joshua specialize in?
Joshua's specialties include flat-fee planning, retirement planning, family wealth transfer, small business owners and founders (pre-exit). Joshua works with retirees, multi-generational families and founders.
What credentials does Joshua Nuss hold?
Joshua Nuss holds the CFP credential.
Is Joshua Nuss registered with the SEC?
Yes. Joshua Nuss is registered as an investment adviser representative in IL (CRD 7761328), 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 Joshua Nuss?
Through Joshua'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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