# Joseph Duke

> Joseph Duke is a fee-only financial advisor at Duke Financial Services in Hamilton, Ohio. Duke Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Duke Financial Services
- **Based in:** Hamilton, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $13.6M across 63 accounts
- **CRD:** 2254509 (https://adviserinfo.sec.gov/individual/summary/2254509)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1992), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Joseph Duke a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Duke Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Duke based?

Joseph Duke is based in Hamilton, Ohio.

### Is Joseph Duke registered with the SEC?

Yes. Joseph Duke is registered as an investment adviser representative in OH (CRD 2254509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Duke Financial Services manage?

Duke Financial Services reports $13.6M across 63 accounts in assets under management.

### How do I contact Joseph Duke?

Contact details aren't on file yet. Search for Duke Financial Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2254509): 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.