Roy Wiley: fee-only financial advisor in Juno Beach, Florida

Wellspent public graph/Advisors/Roy Wiley

Specialties

Facts

Firm	SmartPlan Investing
Based in	Juno Beach, Florida
Accepting new clients	Yes
SEC registration	Investment adviser representative in FL · CRD 1052166
Exams passed	Series 63 (1982) · Series 66 (2005)
Firm size	4 employees
Disclosures	None reported
Website	www.smartplaninvesting.com
LinkedIn	Profile

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Questions about Roy

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.

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
SmartPlan Investing 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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