John Liles
Advisor at John H. Liles, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
John Liles is a CFP® professional based in Napa, CA, with 32 years of experience at his own firm, John H. Liles, CFP. He has provided financial planning and investment advisory services since 1994. His firm offers investment advisory and financial planning services to individuals and entities including trusts, pension and profit-sharing plans, estates, and charitable organizations. The investment approach emphasizes strategic asset allocation through a core-and-satellite structure with passively managed index funds and ETFs as the core, complemented by selected individual securities and actively managed funds, with portfolios reviewed at least quarterly.
Expertise
Based on John H. Liles, CFP
Passive / index investing
Active portfolio management
General retirement planning
Cash flow / budgeting
Fee options
Typically $300 to $500 for specific services such as retirement planning analysis.
$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$150.00 per hour of actual time spent.
Fee-only: Hourly fee of $150 per hour, flat fees typically $300 to $500 for specific services, asset management fees tiered as above.
Location
Napa, CA
Most active in
John L has reported serving >5 clients in these states in the last 12 months.
California
Work history
John H. Liles, CFP
1994 - Present (32 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Earl K
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Knecht Capital Management, LLC
Eric S
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Sonoma, CA
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Michele H
Series 63, Series 65
Sonoma, CA
WealthFolio Advisors LLC
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