J
John H. Liles, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,684,927
Total clients
71
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
71
Average account size
$573,027
About
The firm provides investment advisory and financial planning services to individuals and to entities such as trusts, pension and profit‑sharing plans, estates, and charitable organizations. It offers both ongoing asset management—under either discretionary or advisory arrangements—and standalone financial planning engagements delivered on an hourly or flat‑fee basis.
The investment approach centers on strategic asset allocation using a core‑and‑satellite structure that emphasizes passively managed index funds and ETFs as the core while selectively adding individual securities and actively managed funds; portfolios are globally diversified with limited foreign exposure and no currency‑hedging strategies. Clients’ goals and any investment restrictions are documented, portfolios are reviewed at least quarterly, and clients may choose whether the firm has discretionary trading authority.
The firm operates as a fee‑only advisor that does not accept commissions or third‑party compensation, does not initiate proxy votes on client securities, and recommends custodians without receiving compensation from them. It offers flexible engagement options and accepts clients without account minimums; as of 12/31/2025 it reported approximately $37.5 million managed on a discretionary basis and about $3.2 million on a non‑discretionary basis.
Client services
Financial planning
Portfolio management
Expertise
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.
Main office location
John H. Liles, CFP
Napa CA, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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