Barbara Duncan is a CFP-designated registered investment advisor at Clayton Wealth Partners, based in Topeka, KS, with 16 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 753 clients with $910M 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 | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Exceptions to CWP's general fee schedule are available under certain circumstances.
Fee Estimator
Contact
Barbara Duncan
Location
716 South Kansas Avenue, Topeka, KS, 66603-3808
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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 →Employment History
Current Registrations
Clayton Wealth Partners
State Registrations2 states
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
Additional Information
Barbara got started in the financial services industry when she landed a job at Clayton Wealth Partners, a Topeka-based advisory firm, as an assistant financial planner. Since then, her responsibilities have steadily expanded, and nearly 15 years later, she serves as Vice President and Senior Wealth Advisor.