Duncan Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only investment management and separate financial planning services to individuals, high net worth clients, and retirement plans, with a primary client focus on women aged 50–65 navigating life transitions such as retirement, divorce, or inheritance. Services are offered on a non-discretionary basis and the firm also provides dedicated 401(k) retirement plan consulting to plan sponsors and participants.
Investment approach is grounded in Modern Portfolio Theory and primarily implemented through passive strategies—index mutual funds and exchange-traded funds—emphasizing long-term asset allocation, low turnover, and tax-aware portfolio construction. Financial planning engagements are offered separately on a fixed-fee basis and investment transactions require client approval before execution.
Notably, the firm’s principal operates an affiliated accounting and tax practice that provides outsourced accounting, tax planning and preparation, and fractional CFO services, an arrangement that is uncommon among similar independent advisers and is disclosed as non‑mandatory for advisory clients. The brochure also highlights pension consulting and discloses potential rollover conflicts of interest when recommending IRA rollovers, indicating integrated services that span both investment advisory and retirement-plan consulting.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for Financial Planning Services ranging from $1,000 to $15,000
$0 - $1,000,000: 1.50% annually $1,000,001+: 1.10% annually
Hourly rate of $300 if Financial Planning engagement terminated before completion
Fee-only: Financial Planning Services fixed fees range from $1,000 to $15,000 separate from AUM fees
Main office
Madison MS
Advisors at this office
1
Most active in
Mississippi
Also doing business as
Duncan Wealth Management, LLC · Duncan Wealth Management, PLLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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