Dalion Welch is a registered investment advisor at Duncan Wealth Management, LLC, based in Madison, MS, with 1 years of industry experience. Dalion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 1 clients with $700K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.10% |
Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Location
Madison, MS
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
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
More Advisors
- William Henry, CFPLPL Financial LLC
- Marcus Turner, ChFCMML Investors Services, LLC
- Mary Bryan, CFPLPL Financial LLC
- Melissa Thomas, CFPVoya Financial Advisors, INC.
- Richard Cooper, CFPOsaic Wealth, INC.
- Carl Venable, ChFC