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DUNCAN FINANCIAL PLANNING ADVISORS

311 Main St.
Irwin, Pennsylvania 15642
Tel: 724-863-3420

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About DUNCAN FINANCIAL PLANNING ADVISORS

DUNCAN FINANCIAL PLANNING ADVISORS, formally registered with the SEC as DUNCAN FINANCIAL PLANNING ADVISORS. The firm was established in 10/27/2020. They have over 81 offices throughout the country.

DUNCAN FINANCIAL PLANNING ADVISORS is a Irwin, Pennsylvania based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309454
SEC#801-119284
Assets Managed by Firm$0
No. of Clients0
No. of Advisors19

Fee Structure

  • Hourly charges
  • Fixed fees
  • Other (REFERRAL FEES FROM ANOTHER RIA FIRM)

Advisory Services Provided

  • Financial planning services
  • Other (THIRD PARTY SOLICITOR AND THIRD PARTY SOLICITOR SUPERVISOR)

Firm Client Information

No. of ClientsAUM

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