# Roy Wiley

> Roy Wiley is a fee-only financial advisor at SmartPlan Investing in Juno Beach, Florida. Roy focuses on retirement planning and small business owners.

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

## Facts

- **Firm:** SmartPlan Investing
- **Based in:** Juno Beach, Florida
- **Accepting new clients:** Yes (firm's website)
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 1052166 (https://adviserinfo.sec.gov/individual/summary/1052166)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1982), Series 66 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.smartplaninvesting.com

## Frequently asked questions

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

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

### Where is Roy Wiley based?

Roy Wiley is based in Juno Beach, Florida.

### What does Roy specialize in?

Roy's specialties include retirement planning and small business owners.

### Is Roy Wiley registered with the SEC?

Yes. Roy Wiley is registered as an investment adviser representative in FL (CRD 1052166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Roy Wiley?

Through Roy's website, www.smartplaninvesting.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1052166): 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://www.smartplaninvesting.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.