# Maley Financial Planning

> Maley Financial Planning is a state-registered investment advisory firm, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 5, 2007.

- CRD: 139272
- Filed as: MALEY FINANCIAL PLANNING
- Legal name: Dale Charles Maley
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 5, 2007
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139272
- AdvisorCensus page: https://advisorcensus.com/firm/maley-financial-planning-139272

## Quick answers

**How is Maley Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Maley Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Maley Financial Planning registered with the SEC or a state?**
Maley Financial Planning is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139272.

**How much does Maley Financial Planning manage?**
Maley Financial Planning reports $2,000,000 in regulatory assets under management in its Form ADV filing dated February 5, 2007 (0% discretionary).

**Does Maley Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139272

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $0
- Non-discretionary: $2,000,000

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maley Financial Planning (CRD 139272): Form ADV filing data as of October 2026.