# Brian Duvall

> Brian Duvall is a fee-only financial advisor at Asset Dedication in San Francisco, California, who holds the CFP credential. Asset Dedication reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-duvall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Asset Dedication
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.93B across 6,174 accounts
- **Credentials:** CFP
- **CRD:** 5109960 (https://adviserinfo.sec.gov/individual/summary/5109960)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2006), Series 65 (2012)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.assetdedication.com

## Frequently asked questions

### Is Brian Duvall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Asset Dedication reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Asset Dedication, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Duvall based?

Brian Duvall is based in San Francisco, California.

### What credentials does Brian Duvall hold?

Brian Duvall holds the CFP credential.

### Is Brian Duvall registered with the SEC?

Yes. Brian Duvall is registered as an investment adviser representative in TX (CRD 5109960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asset Dedication manage?

Asset Dedication reports $2.93B across 6,174 accounts in assets under management.

### How do I contact Brian Duvall?

Through Brian's website, www.assetdedication.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5109960): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.