Daly Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$750⁠-⁠$3,000

“FINANCAIL PLANNING FEES Financial Planning Services are offered based on a flat fee between $750 and $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Daly Investment Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Daly Investment Management, LLC’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$3,000 is below the Illinois median of $4,500. 18% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Daly Investment Management, LLC

• Principal: John Daly
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

125

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$123,548,761

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149980

Website

dalyinvestment.com (opens in new tab)

Phone

(224) 347-2623

Other planners in Mount Prospect that publish fees

• Alo Financial PlanningMount Prospect$3,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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