# Joshua Duncan

> Joshua Duncan is a fee-only financial advisor at F5 Financial in Venice, Florida, who holds the CFP, MS and PhD credentials. Joshua charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $10,500 a year and one-time plans from $5,000) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/joshua-duncan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** F5 Financial
- **Based in:** Venice, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $10,500 a year; one-time plans from $5,000; $600 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $168.7M across 592 accounts
- **Credentials:** CFP, MS, PhD
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Executives, Founders
- **CRD:** 6184795 (https://adviserinfo.sec.gov/individual/summary/6184795)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://f5fp.com/napfa

## Frequently asked questions

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

Yes. Joshua Duncan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.

### How does Joshua charge for financial advice?

Joshua charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Joshua charge?

According to F5 Financial's website, checked October 28, 2026: ongoing planning from $10,500 a year; one-time plans from $5,000; $600 an hour.

### Where is Joshua Duncan based?

Joshua Duncan is based in Venice, Florida.

### What does Joshua specialize in?

Joshua's specialties include retirement planning, estate & legacy planning and tax planning. Joshua works with executives and founders.

### What credentials does Joshua Duncan hold?

Joshua Duncan holds the CFP, MS and PhD credentials.

### Is Joshua Duncan registered with the SEC?

Yes. Joshua Duncan is registered as an investment adviser representative in FL and GA (CRD 6184795), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does F5 Financial manage?

F5 Financial reports $168.7M across 592 accounts in assets under management.

### How do I contact Joshua Duncan?

Through Joshua's website, f5fp.com/napfa.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38185): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://f5fp.com/): specialties, clients served, and fees, checked October 28, 2026

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