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About Duncan Financial Planning Advisors
Duncan Financial Planning Advisors is a reputable financial firm that specializes in providing comprehensive financial planning services to individuals and businesses. With decades of experience in the industry, their team of highly skilled and knowledgeable advisors offers expert guidance and innovative solutions to help clients achieve their financial goals.
How they help clients – Key Takeaways:
- Developing personalized financial plans
- Providing investment management services
- Offering retirement planning assistance
- Creating tax strategies
- Ensuring financial security through insurance planning
Facts and Insights
Duncan Financial Planning Advisors has been in business for over 25 years and has helped numerous individuals and businesses achieve their financial objectives. Their team of advisors has a deep understanding of the financial markets and keeps abreast of the latest industry trends and developments to provide clients with the best possible advice and solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 10 |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
Client Types:
Duncan Financial Planning Advisors caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation:
Duncan Financial Planning Advisors operates on a fee-only basis, which means their advisors are compensated solely through the fees their clients pay for their services. This ensures that their advisors are not influenced by sales commissions or other incentives when providing financial advice, ensuring that their clients’ best interests always come first.
Background:
Duncan Financial Planning Advisors was founded by John Duncan, a highly experienced financial planner with over 35 years of experience in the finance industry. He holds several financial certifications and is a member of various professional organizations, including the Financial Planning Association and the Certified Financial Planner Board of Standards.
Financial Advisor Disclosures to Know:
Duncan Financial Planning Advisors prides itself on its transparency and ethical practices. As such, they make all necessary disclosures to clients, including their fee structure, potential conflicts of interest, and any disciplinary actions taken against their advisors.