# David Maley

> David Maley is a fee-only financial advisor at 1102 Partners in Chicago, Illinois, who holds the CFP credential. David charges a percentage of assets and focuses on estate & legacy planning, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/david-maley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 1102 Partners
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $114.5M across 69 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 1332635 (https://adviserinfo.sec.gov/individual/summary/1332635)
- **SEC registration:** Investment adviser representative in CA, IL
- **Exams passed:** Series 63 (1985), Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.1102partners.com

## Frequently asked questions

### Is David Maley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and 1102 Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### Where is David Maley based?

David Maley is based in Chicago, Illinois.

### What does David specialize in?

David's specialties include estate & legacy planning, tax planning, retirement planning and family wealth transfer. David works with ultra high net worth and multi-generational families.

### What credentials does David Maley hold?

David Maley holds the CFP credential.

### Is David Maley registered with the SEC?

Yes. David Maley is registered as an investment adviser representative in CA and IL (CRD 1332635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 1102 Partners manage?

1102 Partners reports $114.5M across 69 accounts in assets under management.

### How do I contact David Maley?

Through David's website, www.1102partners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1332635): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://1102partners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.