Duncan Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
18
0% high-net worth
Total advisors
2
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$0
About
Duncan Financial Group provides customized financial planning and consulting to individuals, families, and retirement plans, addressing retirement, tax, estate, business, education, budgeting and cash‑flow matters. Services are delivered as standalone planning engagements (including bookkeeping) with in‑person data gathering and an initial complimentary consultation to tailor recommendations.
The firm does not provide discretionary portfolio management or participate in wrap‑fee programs; instead, its recommendations typically rely on mutual funds, ETFs and other securities and are supported by fundamental and economic analysis. Duncan Financial uses tools such as RightCapital, Morningstar and fi360 and generally works through multiple meetings to develop and review a client’s plan.
Compared with many peers that charge percentage‑of‑AUM fees and offer ongoing asset management, Duncan Financial emphasizes fixed‑fee planning and expressly disclaims asset‑management services, custody, and proxy voting on behalf of clients. Advisors are dually registered with Commonwealth Financial Network and may implement recommendations through that broker‑dealer (which can result in commissions or trail compensation), a relationship the firm discloses and describes procedures to mitigate as a conflict of interest.
Client services
Expertise
Fee options
Advisory Representatives may receive commissions and trail commissions (12b-1 fees) if clients implement plans through them via Commonwealth Financial Network
Minimum fee: Fixed fees ranging from $2,500 to $30,000, generally payable upon entering the written agreement
Main office location
Duncan Financial Group, LLC
6 Prospect Street, Suite 3 C
Midland Park NJ 07432, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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