PlannerFees

Duncan Financial Planning Advisors fees and pricing

Financial planner in Irwin, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, Duncan Financial Planning Advisors charges $500 an hour, a flat or project fee of $25,000, and an annual fee of $250⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Agreement – Financial Planners are generally not allowed to charge more than $500 on an hourly basis.”
Flat or project fee
$25,000
“Flat fees charged for financial planning services generally do not exceed $25,000 for individuals.”
Annual fee
$250⁠-⁠$10,000/yr
“The fixed fee ranges from $250 to $10,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Duncan Financial Planning Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “While the fees paid by clients to CIRA may be negotiable between the client and CIRA, the percentage paid to DFPA for its services provided under the agreement with CIRA is negotiated separately between DFPA and CIRA.”
  • “This fee is negotiable based upon the complexity of the plan, the size of the plan assets and the actual services requested.”
  • “These fee charges must be approved by the DFPA Compliance Department in advance.”

How Duncan Financial Planning Advisors’ fees compare

  • Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • Its flat or project fee of $25,000 is above the Pennsylvania median of $3,650. 93% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • Its annual fee of $250-$10,000 spans the Pennsylvania median of $6,000. 43% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Duncan Financial Planning Advisors

“We offer financial planning services to clients through individuals who are licensed or approved as registered investment adviser representatives of DFPA (referred to as “IARs” or “Financial Planners” throughout this document).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 16 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
3
Employees
16
Works with
Individuals
Services reported to regulators
Financial planning and other services
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
309454
Phone
(724) 863-3420

Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia

Other planners in Irwin that publish fees

Compare all 621 planners in Pennsylvania

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.