Matthew Daley
Decisionpoint Financial · Mesa, Arizona
Matthew Daley is a fee-only financial advisor at Decisionpoint Financial in Mesa, Arizona, who holds the CFP credential. Decisionpoint Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Decisionpoint Financial |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.22B across 1,853 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, WA · CRD 6505678 |
| Exams passed | Series 65 (2017) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.dp457b.com |
How Matthew's firm compares
- Decisionpoint Financial's average account is about $661,000, from its Form ADV (assets managed divided by 1,853 accounts).
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Questions about Matthew
Is Matthew Daley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Decisionpoint Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Decisionpoint Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Daley based?
Matthew Daley is based in Mesa, Arizona.
What credentials does Matthew Daley hold?
Matthew Daley holds the CFP credential.
Is Matthew Daley registered with the SEC?
Yes. Matthew Daley is registered as an investment adviser representative in AZ and WA (CRD 6505678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Decisionpoint Financial manage?
Decisionpoint Financial reports $1.22B across 1,853 accounts in assets under management.
How do I contact Matthew Daley?
Through Matthew's website, www.dp457b.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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