# Robert Duncan

> Robert Duncan is a fee-only financial advisor at Global Impact Wealth Management in Riverside, California, who holds the CFP credential. Global Impact Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Global Impact Wealth Management
- **Based in:** Riverside, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $12.4M across 79 accounts
- **Credentials:** CFP
- **CRD:** 3031586 (https://adviserinfo.sec.gov/individual/summary/3031586)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1998)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.globalimpactwealth.com/

## Frequently asked questions

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

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

### How does Robert charge for financial advice?

Robert's firm, Global Impact Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Duncan based?

Robert Duncan is based in Riverside, California.

### What credentials does Robert Duncan hold?

Robert Duncan holds the CFP credential.

### Is Robert Duncan registered with the SEC?

Yes. Robert Duncan is registered as an investment adviser representative in CA (CRD 3031586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Global Impact Wealth Management manage?

Global Impact Wealth Management reports $12.4M across 79 accounts in assets under management.

### How do I contact Robert Duncan?

Through Robert's website, www.globalimpactwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3031586): 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.