Mary Daly
Independence Asset Advisors · Dublin, Ohio
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.
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Who they serve
- Multi-generational families
Facts
| Firm | Independence Asset Advisors |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.19B across 38 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6922473 |
| Exams passed | Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.iaadvisors.com |
| Profile |
How Mary's firm compares
- Independence Asset Advisors's average account is about $57.7 million, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Mary
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.
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
- Independence Asset Advisors 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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