TrueAdvisor
TrueAdvisor
DD
CFP
DD
CFP

Donald Duncan

Creative Planning
32 Years of Experience
Lawrence, KS
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Donald Duncan is a CFP-designated registered investment advisor at Creative Planning, based in Lawrence, KS, with 32 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

645 Massachusetts Street, Suite 300, Lawrence, KS, 66044

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is the owner/founding partner of Edmonds Duncan Registered Investment Advisors, dedicating full-time hours to this role. He also owns land for a family farm, requiring minimal time, and is an insurance agent selling fixed life insurance and annuity contracts. Donald is also a managing member of EDH, LLC, which handles bookkeeping and payroll for his advisory services, requiring minimal time.

Employment History
Current Registrations
Creative Planning
October 2024 - Present · 2 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2013 - December 2024 · 11 yrs 4 mos
Edmonds Duncan Registered Investment Advisors, LLC
August 2013 - December 2024 · 11 yrs 4 mos
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
April 2005 - April 2007 · 2 yrs
Robert W. Baird & CO. IncorporatedBroker
August 1999 - April 2005 · 5 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
May 1995 - September 1999 · 4 yrs 4 mos
Edward D. Jones & CO., L.P.Broker
August 1994 - May 1995 · 9 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Lawrence, KS →All financial advisors in Kansas →