# James Chaney

> James Chaney is a fee-only financial advisor at Duncan Williams Asset Management in Memphis, Tennessee, who holds the CFP credential. James focuses on retirement planning, estate & legacy planning and tax planning. Duncan Williams Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-chaney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Duncan Williams Asset Management
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.69B across 2,238 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Founders
- **CRD:** 7900152 (https://adviserinfo.sec.gov/individual/summary/7900152)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2024)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.dwassetmgmt.com

## Frequently asked questions

### Is James Chaney a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Duncan Williams Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Chaney based?

James Chaney is based in Memphis, Tennessee.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. James works with retirees, pre-retirees and founders.

### What credentials does James Chaney hold?

James Chaney holds the CFP credential.

### Is James Chaney registered with the SEC?

Yes. James Chaney is registered as an investment adviser representative in TN (CRD 7900152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Duncan Williams Asset Management manage?

Duncan Williams Asset Management reports $2.69B across 2,238 accounts in assets under management.

### How do I contact James Chaney?

Through James's website, www.dwassetmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7900152): 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
- The firm's website (https://www.dwassetmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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