Duncan McKinley
Mckinley Money · Madison, Wisconsin
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.
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Facts
| Firm | Mckinley Money |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $163.7M across 574 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8041013 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wpr.com |
| Profile |
How Duncan's firm compares
- Mckinley Money's average account is about $285,000, from its Form ADV (assets managed divided by 574 accounts).
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Questions about Duncan
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.
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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