# Mary Daly

> Mary Daly is a fee-only financial advisor at Independence Asset Advisors in Dublin, Ohio. Independence Asset Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Independence Asset Advisors
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.19B across 38 accounts
- **Works with:** Multi-generational families
- **CRD:** 6922473 (https://adviserinfo.sec.gov/individual/summary/6922473)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.iaadvisors.com

## Frequently asked questions

### Is Mary Daly a fee-only financial advisor?

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

### How does Mary charge for financial advice?

Mary's firm, Independence Asset Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mary Daly based?

Mary Daly is based in Dublin, Ohio.

### Is Mary Daly registered with the SEC?

Yes. Mary Daly is registered as an investment adviser representative in PA (CRD 6922473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Independence Asset Advisors manage?

Independence Asset Advisors reports $2.19B across 38 accounts in assets under management.

### How do I contact Mary Daly?

Through Mary's website, www.iaadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6922473): 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://iaadvisors.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.