A complete list of active advisors currently associated with Duell Financial Strategies

Warmer can help you find a great advisor at Duell Financial Strategies or one who fits your needs even better.

Duell Financial Strategies serves individual clients and provides investment advice, financial planning support, and referrals to third‑party money managers. The firm reports managing about $319 million in client assets on a discretionary basis and discloses that it receives solicitor fees as part of certain referral arrangements with sub‑advisers. The firm’s investment approach is grounded in fundamental analysis and a predominantly long‑term orientation, with occasional short‑term holdings; recommendations are made based on clients’ risk tolerance, time horizon, and objectives. When clients engage a recommended sub‑adviser, that manager typically has discretionary authority to trade the account while Duell Financial monitors performance, assists with communications, and reviews accounts on a regular schedule. Compared with many peers, Duell Financial discloses two relatively uncommon practices: it offers impersonal educational seminars and workshops at no charge, and its owners or associates may act as independent insurance agents and earn commissions on insurance products. The brochure emphasizes the firm’s selective solicitor relationships — recommending only sub‑advisers that agree to compensate the firm — and notes its recent application for SEC registration and related disclosures about conflicts of interest.

To learn more about the advisors currently working at Duell Financial Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.