Joshua Duncan is a CFP-designated registered investment advisor at F5 Financial Planning, L.L.C., based in Naperville, IL, 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 115 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory services are only provided as part of the comprehensive financial planning services. There is an initial one-time financial planning fee of $3,000. The firm charges an annual fee for the Comprehensive Financial Planning Services. The annual fee is based on investable assets and is paid quarterly in arrears. The firm's fees are negotiable.
Contact
Joshua Duncan
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
F5 Financial Planning, L.L.C.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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