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Jon M. Duncan, Cfp LLC (University Place)


Jon M. Duncan, Cfp LLC is a large advisory firm based in University Place. It manages $48.45 million of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Washington.




Jon M. Duncan, Cfp provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jon M. Duncan, Cfp: assets under management

The assets under management (AUM) of Jon M. Duncan, Cfp LLC is $48.45 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.71 million in discretionary accounts and $7.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $452.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $234.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jon M. Duncan, Cfp LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in University Place

The principal office where Jon M. Duncan, Cfp LLC performs its advisory services is located at 7350 Cirque Drive W., Suite 111, University Place, WA 98467, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-460-3430 or by fax 253-565-0464. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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