Barbara Jean Duncan
Advisor at Clayton Wealth Partners — Topeka, KS
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.
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.
Credentials
CFP®
Experience Industry experience
17 years
Location
Topeka, KS 66603-3808
Clayton Wealth Partners
Team
Total advisors
7Clients per advisor
102 Very HighAvg AUM per client
$1,078,708 TypicalHNW client ratio
15% LowBarbara Duncan is a CFP® professional with 17 years of experience in financial advising. She has been with Clayton Financial Services, Inc. since 2016. Barbara is based in Topeka, KS, and works as part of a seven-advisor team at Clayton Wealth Partners. Clayton Wealth Partners is an SEC-registered, fee-only investment adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, utilizing model portfolios with options including sustainable (ESG) strategies and emphasizing ongoing client education through newsletters and seminars.
Based on Clayton Wealth Partners
Based on Clayton Wealth Partners
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$50 - $350 per hour for one-time consultation projects
Account minimum: $120,000 Minimum fee: $1,200 minimum annual fee for individual clients with less than $120,000 in assets; $4,000 minimum annual fee for institutional clients Fee-only: Fee-only Registered Investment Advisory firm; does not receive commissions
Topeka, KS
716 South Kansas Avenue
Topeka KS 66603-3808
Advisors at this office
7
Kansas · Texas
17 years of industry experience
Clayton Financial Services, Inc.
2016 - Present • 10 years
Topeka, KS
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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