Joshua Duvall
Joshua Duvall is a CFP-designated registered investment advisor at Joshua Duvall Financial Planning & Accounting, LLC, based in Tabernacle, NJ, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Duvall Wealth & Tax Planning manages client investment assets on a non-discretionary basis. Clients of Duvall Wealth & Tax Planning with assets under management may be charged additional investment management fees by agreeing to use the investment platform of the custodian Betterment Securities. These fees include 0.25% per year platform fee, and the annual expense ratios of all exchange traded funds held in the client’s portfolio. Clients are not charged any trading or transaction costs.
Location
Tabernacle, NJ
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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 →Other Business Activities
Joshua works as a digital marketing manager for Kennedy Health. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Joshua Duvall Financial Planning & Accounting, LLC
Previous Registrations
Andrew Garrett INC.Broker
Cordasco Financial Network, LLC
LPL Financial LLC
LPL Financial LLCBroker
Nylife Securities LLCBroker
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.