Duncan Financial Group (DFG) provides financial planning services tailored to your individual needs, covering areas like tax, estate, business, retirement, and education planning, as well as budgeting and investment analysis. DFG does not offer asset management services. If you choose to implement the plan with DFG's advisors, they will receive commissions or other compensation in addition to the advisory fee you paid for financial planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
DFG offers financial planning services on a fixed-fee basis, with fees ranging from $2,500 to $30,000. The exact fee depends on the time spent, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.
One-Time Plan:$2,500 - $30,000
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