Dalion Welch
Duncan Wealth Management · Madison, Mississippi
Dalion Welch is a fee-only financial advisor at Duncan Wealth Management in Madison, Mississippi. Dalion charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Duncan Wealth Management |
|---|---|
| Based in | Madison, Mississippi |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $701K across 1 accounts |
| SEC registration | Investment adviser representative in MS · CRD 3015116 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | duncanwealthmgmt.com |
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Questions about Dalion
Is Dalion Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dalion holds no broker registration, and Duncan Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dalion charge for financial advice?
Dalion charges an ongoing planning fee.
Does Dalion work with clients virtually?
Yes. Duncan Wealth Management says on its website that it works with clients remotely.
Where is Dalion Welch based?
Dalion Welch is based in Madison, Mississippi.
What does Dalion specialize in?
Dalion's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Dalion works with pre-retirees, mid-life transitions and divorced individuals.
Is Dalion Welch registered with the SEC?
Yes. Dalion Welch is registered as an investment adviser representative in MS (CRD 3015116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Duncan Wealth Management manage?
Duncan Wealth Management reports $701K across 1 accounts in assets under management.
How do I contact Dalion Welch?
Through Dalion's website, duncanwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Duncan Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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