David Maley
1102 Partners · Chicago, Illinois
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | 1102 Partners |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets |
| Assets under management | $114.5M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL · CRD 1332635 |
| Exams passed | Series 63 (1985) · Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.1102partners.com |
| Profile |
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Questions about David
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.
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
- 1102 Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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