# Duncan Financial Planning Advisors

Duncan Financial Planning Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309454
- **SEC file number:** 801-119284
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309454

## About

DUNCAN FINANCIAL PLANNING ADVISORS is an SEC-registered investment adviser in IRWIN, PA, registered since 2020. The firm has 16 employees. It is based in IRWIN, PA.

## Questions

### Is Duncan Financial Planning Advisors a fiduciary?

Yes, as a registered investment adviser (RIA), the firm is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means it must prioritize clients' best interests over its own, a standard that exceeds the suitability obligations of broker-dealers.

### How is Duncan Financial Planning Advisors structured?

The firm is structured as an RIA, which means it must register with state securities regulators or the SEC if assets under management exceed certain thresholds. The exact ownership structure—whether a sole proprietorship, partnership, or corporate entity—is not publicly disclosed.

### What types of clients does Duncan Financial Planning Advisors serve?

Public sources indicate the firm serves individuals and institutions, a common RIA client base. Specific client segmentation—such as high-net-worth, mass affluent, or institutional—is not stated.

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Last updated: 2026-06-03T20:00:00.000Z

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