A complete list of active advisors currently associated with Duncan Financial Group, LLC

Warmer can help you find a great advisor at Duncan Financial Group, LLC or one who fits your needs even better.

Duncan Financial Group, LLC provides customized financial planning and consulting for individuals and families, addressing topics such as tax, estate, retirement, education, business planning, budgeting, and investment analysis; the firm also offers bookkeeping services. Services are delivered on a fixed-fee planning basis (disclosed range $2,500–$30,000) and the firm states it does not offer asset management, wrap-fee programs, custody, or discretionary portfolio management. The firm’s recommendations are informed by economic and fundamental analysis and generally emphasize mutual funds and ETFs, using tools such as RightCapital, Morningstar, and fi360; DFG also provides IRA rollover guidance with a fiduciary acknowledgment. Planning is non‑discretionary — clients receive the plan and decide on implementation — and implementation through the advisers’ affiliation with Commonwealth Financial Network may involve commissions or trail 12b‑1 fees. What is distinctive for a supported firm of this type is its avoidance of percentage‑of‑AUM billing and its explicit focus on fixed-fee, one‑off or annual planning engagements rather than ongoing asset management or custody. The firm is small and concentrated (two advisory representatives and a limited client roster), and its advisers combine fiduciary AIF training and legal backgrounds while operating as dually registered representatives, which shapes how recommendations are implemented.

To learn more about the advisors currently working at Duncan Financial Group, LLC, 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.