John Foley
Advisor at Cetera
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.
Advisor at Cetera
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.
Location
Bethany, IL 61914
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
41 years
John Foley is a financial advisor at Cetera with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at multiple firms including Cetera Wealth Services, IPI Wealth Management, and Investment Planners Inc. Foley is also co-owner of Central Illinois Group LLC dba LifeWise Wealth Advisors and serves as an insurance agent selling life, disability, annuities, and long-term care products. Additionally, he has served as a trustee for family trusts and held a township government trustee position. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
59 Cardinal Drive
Bethany, IL 61914
Illinois · Texas
Cetera
2023 - Present (3 years)
CIG Tax Advisors LLC dba LifeWise Tax Advisors
2023 - Present (3 years)
Cetera Wealth Services, LLC
2019 - Present (7 years)
Central Illinois Group LLC dba LifeWise Wealth Advisors
2016 - Present (10 years)
IPI wealth Management
2013 - 2019 (6 years)
Investment Planners Inc
2013 - 2019 (6 years)
Sangamon Township
2012 - 2022 (10 years)
Gronewold Family Insurance Trust
2001 - 2024 (23 years)
Foley Family Farm Trust
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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