# John H. Liles, CFP

John H. Liles, CFP is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 138161
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138161

## About

John H. Liles, CFP is a state-registered investment adviser in Napa, CA. The firm manages $41 million in assets, $37 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- John H. Liles — CERTIFIED FINANCIAL PLANNER

## Questions

### Is John H. Liles, CFP held to a fiduciary standard?

Yes. As a CFP professional, Liles is bound by the CFP Board's Code of Ethics and Standards of Conduct, which requires him to act as a fiduciary at all times when providing financial advice. This means he must put client interests first, disclose conflicts of interest, and provide recommendations that are in the client's best interest — a higher standard than the suitability rule that applies to broker-dealers.

## Related profiles

- [Eriksen Capital Management](https://altss.com/profile/eriksen-capital-management)
- [Spurgeon Financial Group](https://altss.com/profile/spurgeon-financial-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/john-h-liles-cfp

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