Duncan Financial Planning Advisors
Firm details
- Headquarters
- Irwin, Pennsylvania
- CRD number
- 309454
- Registered since
- October 27, 2020
- Website
- www.dfgroup.org
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Duncan Financial Planning Advisors is a limited liability company operating as an independent registered investment adviser (SEC-registered since 2020). The firm serves individual and family clients and offers financial planning services while also acting in an insurance brokerage capacity. Its fee arrangements include hourly billing, fixed fees, and other non-asset-based structures. The firm is registered to serve clients in multiple states and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Irwin, PA
Westmoreland
Location
Irwin, PA
Headquartered in Irwin, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Westmoreland
- Address
- 311 Main St
- Time zone
- ET (UTC-5)
- Office locations
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