A complete list of active advisors currently associated with Duncan Wealth Management, LLC
Warmer can help you find a great advisor at Duncan Wealth Management, LLC or one who fits your needs even better.
Duncan Wealth Management, LLC is a state-registered investment adviser that offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses, and also provides retirement plan consulting to qualified 401(k) plans. The firm’s brochure notes it began offering fee-only advisory services in 2025 and, as of its filing, reported no assets under management. The firm describes its investment approach as grounded in Modern Portfolio Theory and primarily implements passive, low-turnover portfolios using index mutual funds and exchange-traded funds, with account supervision conducted on a nondiscretionary basis so clients retain final approval of trades. Clients receive plan-based financial planning across areas such as retirement projections, tax-aware asset allocation, and periodic account reviews (quarterly) while retirement-plan clients receive monitoring, semiannual sponsor meetings, participant education, and quarterly reporting. Noteworthy for a firm in this category, the adviser is affiliated with an accounting practice that offers outsourced accounting, tax planning and preparation, and fractional‑CFO services principally for small businesses, and the brochure discloses that clients are under no obligation to use those affiliated services. The firm also emphasizes 401(k) plan consulting and discloses the potential conflict that may arise when recommending rollovers to IRAs managed by the adviser, while stating its fee-only, non‑performance‑based fee model.
To learn more about the advisors currently working at Duncan Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Madison, MS
| 1
|
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