Darlene Duncan
Expressive Wealth · Fairhope, Alabama
Darlene Duncan is a fee-only financial advisor at Expressive Wealth in Fairhope, Alabama. Expressive Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Expressive Wealth |
|---|---|
| Based in | Fairhope, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.2M across 468 accounts |
| SEC registration | Investment adviser representative in AL, FL · CRD 728362 |
| Exams passed | Series 63 (1999) · Series 65 (2007) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | expressivewealth.com |
How Darlene's firm compares
- Expressive Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Darlene
Is Darlene Duncan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Darlene holds no broker registration, and Expressive Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Darlene charge for financial advice?
Darlene's firm, Expressive Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Darlene Duncan based?
Darlene Duncan is based in Fairhope, Alabama.
Is Darlene Duncan registered with the SEC?
Yes. Darlene Duncan is registered as an investment adviser representative in AL and FL (CRD 728362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expressive Wealth manage?
Expressive Wealth reports $165.2M across 468 accounts in assets under management.
How do I contact Darlene Duncan?
Through Darlene's website, expressivewealth.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
- 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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