Joshua Duncan
F5 Financial · Venice, Florida
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.
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Specialties
Who they serve
- Executives
- Founders
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 |
| Assets under management | $168.7M across 592 accounts |
| Credentials | CFP · MS · PhD |
| SEC registration | Investment adviser representative in FL, GA · CRD 6184795 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | f5fp.com/napfa |
| Profile |
How Joshua's firm compares
- Ongoing planning starts at $10,500 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $600, above the Florida median of $300 for fee-only firms that publish prices.
- F5 Financial's average account is about $285,000, from its Form ADV (assets managed divided by 592 accounts).
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Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- F5 Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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