Advisor at Sterling Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sterling Wealth Management, Inc.
Location
Champaign, IL 61820
Credentials
CFP®, CFA®, Series 66
Industry experience
15 years
Daly Andersson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently a Wealth Advisor at Sterling Wealth Management, Inc. in Champaign, IL, where he has worked since 2023. His prior experience includes roles at Sanctuary Advisors, Busey Bank, Busey Investment Services, and Raymond James Financial Services. Andersson is also involved with the University of Illinois as an independent contractor, co-creating and guest lecturing for a course on financial planning specifically addressing challenges and opportunities faced by women. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans, offering a range of private wealth and asset management services. The firm follows an evidence-based, long-term investment approach emphasizing fundamental analysis, global diversification, and cost minimization, with portfolios typically managed on a discretionary basis.
Based on Sterling Wealth Management, Inc.
Flat fees may apply based on hourly rate for Financial Consulting projects
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$250/hour for Certified Financial Planner professional
Account minimum: $1,000,000 Fee-only: Fee-only private wealth management; fees computed as a percentage of assets under management; no commissions.
301 N. Neil Street, Suite 203
Champaign, IL 61820
Illinois · Texas
Sterling Wealth Management, Inc.
2023 - Present (3 years)
Sanctuary Advisors, llc
2021 - 2023 (2 years)
Sanctuary Securities, Inc
2021 - 2023 (2 years)
Busey Bank
2018 - 2021 (3 years)
Busey Bank
2018 - 2021 (3 years)
Busey Investment Services
2012 - 2018 (6 years)
Raymond James Financial Services Advisors INC.
2011 - 2021 (10 years)
Raymond James Financial Services, inc.
2010 - 2021 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Champaign, IL
Financial Synergy, Inc.
Series 65
Champaign, IL
Willenbrock Financial Planning
CFP®, Series 66
Champaign, IL
Financial Planning, Asset Management
Series 63, Series 65, Series 66
Champaign, IL
W.K. Cooper II Asset Management Corporation
Series 65
Champaign, IL
Cline Financial Concepts, LLC
CFA®, Series 66
Savoy, IL
Impact Investors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")