Top financial advisors in Sunset Hills, MO
We’ve curated a list of the best financial advisors in Sunset Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$16,335,354
Number of advisors
3 advisors
| $16,335,354 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sunset Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sunset Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Duncan Financial Management, Inc.
Duncan Financial Management, Inc. is a registered investment adviser established in 2005 in Missouri, with additional registrations in Illinois and Florida. The firm's goal is to educate clients on financial services and tools, providing customized retirement planning and comprehensive financial guidance. Acting as a fiduciary, Duncan Financial places clients' interests first, with all advice tailored to individual needs. The firm offers discretionary or non-discretionary investment supervisory services on a fee basis, with a minimum annual fee of $2,000 per client family. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on asset allocation and ongoing supervision. Financial planning services cover retirement, income, tax, health care, and estate planning, with fees ranging from $1,000 to $10,000. Duncan Financial recommends Schwab as the broker-dealer/custodian for client accounts, with a focus on best execution and competitive rates. The firm does not engage in performance-based fees, and account reviews are conducted regularly or upon client request. Duncan Financial does not vote client proxies and does not accept performance-based fees. The firm has no disciplinary actions and maintains financial stability. Jeffrey Duncan is the Principal of the firm, which solely operates as an investment adviser.
$16,335,354 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPublication Of Periodicals Or NewslettersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sunset Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sunset Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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