John H. Liles, CFP fees and pricing

Financial planner in Napa, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 2, 2026, John H. Liles, CFP charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “If a client selects service, the rate charged will be $150.00 per hour of actual time spent on issues selected by the client.”

Payment and refund terms, quoted from the fee section of the brochure.

“This fee will be billed to the client or collected at the time of service.”
“Payment in full is expected upon the invoice presentation that usually accompanies the client’s Quarterly Report that is compiled and sent in the middle of the current calendar quarter.”
“With the consent of the client, fees are deducted from a designated client account to facilitate billing but can be billed directly if desired.”

Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
None of the 3 other planners in Napa that publish an hourly rate charge less.

“The Firm offers both Investment Advisory and Financial Planning services on an hourly fee basis or as a fee for a completed analysis.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 1994 (32 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 71
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $40,684,927
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 138161
Phone: (707) 226-1177

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.