Daly Andersson
Sterling Wealth Management · Champaign, Illinois
Daly Andersson is a fee-only financial advisor at Sterling Wealth Management in Champaign, Illinois, who holds the CFP and CFA credentials. Sterling Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sterling Wealth Management |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $494.6M across 737 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 5761631 |
| Exams passed | Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sterlingwealthmanagement.com |
| Profile |
How Daly's firm compares
- Sterling Wealth Management's average account is about $671,000, from its Form ADV (assets managed divided by 737 accounts).
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Questions about Daly
Is Daly Andersson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daly holds no broker registration, and Sterling Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daly charge for financial advice?
Daly's firm, Sterling Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daly Andersson based?
Daly Andersson is based in Champaign, Illinois.
What credentials does Daly Andersson hold?
Daly Andersson holds the CFP and CFA credentials.
Is Daly Andersson registered with the SEC?
Yes. Daly Andersson is registered as an investment adviser representative in IL and TX (CRD 5761631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sterling Wealth Management manage?
Sterling Wealth Management reports $494.6M across 737 accounts in assets under management.
How do I contact Daly Andersson?
Through Daly's website, www.sterlingwealthmanagement.com.
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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