# Joshua Duvall Financial Planning & Accounting

Joshua Duvall Financial Planning & Accounting is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 287940
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287940

## About

Joshua Duvall Financial Planning & Accounting, LLC is a state-registered investment adviser. The firm has one employee and one investment adviser. It is owned by Joshua Duvall.

## People

- Joshua Duvall — Founder

## Questions

### How does the firm combine financial planning and accounting?

Joshua Duvall Financial Planning & Accounting operates both functions within a single entity. This means tax preparation, entity-structure review, and retirement-income modeling are performed by the same team, allowing tax-year data to feed directly into planning scenarios rather than being handed off between separate firms. The structure is designed to reduce the coordination risk that arises when a family relies on an unaffiliated CPA and an unaffiliated financial planner.

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- [Bay Hill Capital Management](https://altss.com/profile/bay-hill-capital-management-usa-llc)
- [Benchmark Financial Wealth Advisors](https://altss.com/profile/benchmark-financial-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:19.255Z

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