# Joshua Duvall Financial Planning & Accounting, LLC

> Joshua Duvall Financial Planning & Accounting, LLC is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated February 20, 2026.

- CRD: 287940
- Filed as: JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287940
- AdvisorCensus page: https://advisorcensus.com/firm/joshua-duvall-financial-planning-and-accounting-llc-287940

## Quick answers

**How is Joshua Duvall Financial Planning & Accounting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Joshua Duvall Financial Planning & Accounting, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Joshua Duvall Financial Planning & Accounting, LLC registered with the SEC or a state?**
Joshua Duvall Financial Planning & Accounting, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287940.

**Does Joshua Duvall Financial Planning & Accounting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287940

## From the Form ADV filing

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

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [duvallplanning.com](https://duvallplanning.com)
- [joshuaduvall.com](https://joshuaduvall.com)
- Facebook @joshuaduvallcfp
- Instagram @duvallwealthandtax
- YouTube @UCdzyXcH8d-0EKXEmUf4mbNg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joshua Duvall Financial Planning & Accounting, LLC (CRD 287940): Form ADV filing data as of October 2026.