Duncan Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Earned fees will be calculated based on the actual time spent providing Financial Planning services through the effective date of termination at a rate of $300 per hour.”

Flat or project fee

$1,000⁠-⁠$15,000

“DWM charges a fixed fee ranging from $1,000 to $15,000 for Financial Planning Services.”

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

How Duncan Wealth Management, LLC bills

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

• “If a Financial Planning engagement is terminated before completion, DWM will refund any unearned portion of prepaid Financial Planning fees.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Duncan Wealth Management, LLC’s fees compare

• Its hourly rate of $300 matches the Mississippi median of $300. 40% of the 10 other Mississippi planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Mississippi median of $3,000. 77% of the 13 other Mississippi planners that publish a flat or project fee charge less.

About Duncan Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Divorce

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$700,941

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335025

Website

duncanwealthmgmt.com (opens in new tab)

Phone

(601) 937-3585

Other planners in Madison that publish fees

• Collaborative AdviceMadison$300/hr, $2,000⁠-⁠$10,000
• Barnes Pettey Financial Advisors, LLCClarksdale$750⁠-⁠$3,000
• Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
• Brick Street FinancialClinton$500/hr, $1,500⁠-⁠$2,500
• Caldric CapitalSeminary$200/hr
• Easley Investment Consultants, Inc.Ridgeland$300/hr

Compare all 35 planners in Mississippi