Daisia McCrae
Bartley Financial Advisors · Bedford, New Hampshire
Daisia McCrae is a fee-only financial advisor at Bartley Financial Advisors in Bedford, New Hampshire. Bartley Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bartley Financial Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.6M across 497 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8030404 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | truthsocial.com/@bartley_financial |
How Daisia's firm compares
- Bartley Financial Advisors's average account is about $305,000, from its Form ADV (assets managed divided by 497 accounts).
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Questions about Daisia
Is Daisia McCrae a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daisia holds no broker registration, and Bartley Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daisia charge for financial advice?
Daisia's firm, Bartley Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daisia McCrae based?
Daisia McCrae is based in Bedford, New Hampshire.
Is Daisia McCrae registered with the SEC?
Yes. Daisia McCrae is registered as an investment adviser representative in MD (CRD 8030404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bartley Financial Advisors manage?
Bartley Financial Advisors reports $151.6M across 497 accounts in assets under management.
How do I contact Daisia McCrae?
Through Daisia's website, truthsocial.com/@bartley_financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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