Michael Daley
Peakview Strategies · Cottleville, Missouri
Michael Daley is a fee-only financial advisor at Peakview Strategies in Cottleville, Missouri, who holds the CFP and CPA credentials.
- $18M
- Firm assets managed
- $223,000
- Firm's average account
- 2012
- First securities exam
How does Michael's firm compare?
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Peakview Strategies's average account is about $223,000, from its Form ADV (assets managed divided by 81 accounts).
Questions about Michael
Is Michael Daley a fee-only financial advisor?
Yes. Michael Daley is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael Daley charge for financial advice?
Michael Daley charges a percentage of assets and an ongoing planning fee.
How much does Michael Daley charge?
According to Peakview Strategies's website, checked October 28, 2026: 0.6%–1.1% a year of assets managed.
Where is Michael Daley based?
Michael Daley is based in Cottleville, Missouri.
What credentials does Michael Daley hold?
Michael Daley holds the CFP and CPA credentials.
Is Michael Daley registered with the SEC?
Yes. Michael Daley is registered as an investment adviser representative in IL and MO (CRD 6019790), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Peakview Strategies manage?
Peakview Strategies reports $18.0M across 81 accounts in assets under management.
How do I contact Michael Daley?
Through Michael Daley's website, peakviewstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Peakview Strategies |
|---|---|
| Based in | Cottleville, Missouri |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 0.6%–1.1% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $18.0M across 81 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IL, MO · CRD 6019790 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | peakviewstrategies.com |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Peakview Strategies website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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