James Chaney
Duncan Williams Asset Management · Memphis, Tennessee
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.
Request an introduction to James →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
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 |
| Assets under management | $2.69B across 2,238 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 7900152 |
| Exams passed | Series 65 (2024) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.dwassetmgmt.com |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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 Williams Asset 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.
See something wrong? Request a correction. Read our methodology.