# Duncan McKinley

> Duncan McKinley is a fee-only financial advisor at Mckinley Money in Madison, Wisconsin. Mckinley Money reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Mckinley Money
- **Based in:** Madison, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $163.7M across 574 accounts
- **CRD:** 8041013 (https://adviserinfo.sec.gov/individual/summary/8041013)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.wpr.com

## Frequently asked questions

### Is Duncan McKinley a fee-only financial advisor?

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

### How does Duncan charge for financial advice?

Duncan's firm, Mckinley Money, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Duncan McKinley based?

Duncan McKinley is based in Madison, Wisconsin.

### Is Duncan McKinley registered with the SEC?

Yes. Duncan McKinley is registered as an investment adviser representative in WI (CRD 8041013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mckinley Money manage?

Mckinley Money reports $163.7M across 574 accounts in assets under management.

### How do I contact Duncan McKinley?

Through Duncan's website, www.wpr.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8041013): 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.