Dalion Welch is a registered investment advisor at Duncan Wealth Management, LLC, based in Madison, MS. Dalion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.10% |
The annual fees are negotiable.
Fee Estimator
Location
Madison, MS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Dalion is the Founder and Managing Partner of Duncan Financial Solutions, PLLC, a CPA firm established in August 2024. The firm offers outsourced accounting, advisory, bookkeeping, tax planning, and fractional CFO services to small businesses, taking about half of Dalion's time.
Employment History
Current Registrations
Duncan Wealth Management, LLC
State Registrations1 state
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