# Duncan Financial Planning Advisors

> Duncan Financial Planning Advisors is an SEC-registered investment advisory firm in Irwin, PA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 309454
- Filed as: DUNCAN FINANCIAL PLANNING ADVISORS
- Legal name: Duncan Financial Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irwin, PA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309454
- AdvisorCensus page: https://advisorcensus.com/firm/duncan-financial-planning-advisors-irwin-pa-309454

## Quick answers

**How is Duncan Financial Planning Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Duncan Financial Planning Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Duncan Financial Planning Advisors located?**
Duncan Financial Planning Advisors' principal office is in Irwin, PA, according to its Form ADV; the April 2026 filing also lists 21 other offices (Schedule D, Section 1.F).

**Is Duncan Financial Planning Advisors registered with the SEC or a state?**
Duncan Financial Planning Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309454.

**How have Duncan Financial Planning Advisors' assets and staff changed since 2021?**
In the Form ADV data for Duncan Financial Planning Advisors: Total employees: 17 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Duncan Financial Planning Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Duncan Financial Planning Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309454

**What changed in Duncan Financial Planning Advisors' recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 16 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, GA, ID, IL, IN, MD, NV, OH, PA, TN, TX, UT, VA, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Bellevue, WA
- Cincinnati, OH
- Clearwater, FL
- Connellsville, PA
- East Windsor, CT
- Huntington Station, NY
- Irwin, PA
- Lansdowne, VA
- Louisville, KY
- Midlothian, VA
- Morgantown, WV
- Safety Harbor, FL
- San Clemente, CA
- St. Louis, MO
- Strongsville, OH
- Tampa, FL
- Tavernier, FL
- Vidalia, LA
- Wilkes-Barre, PA
- Xenia, OH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 17 | February 19, 2021 |
| October 2022 | Not reported | 17 | February 9, 2022 |
| October 2023 | Not reported | 17 | July 30, 2023 |
| October 2024 | Not reported | 19 | August 29, 2024 |
| October 2025 | Not reported | 16 | March 26, 2025 |
| October 2026 | Not reported | 16 | March 10, 2026 |

Total employees: 17 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Duncan Financial Planning Advisors (CRD 309454): Form ADV filing data as of October 2026.