Robert Duncan
Global Impact Wealth Management · Riverside, California
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.
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Facts
| Firm | Global Impact Wealth Management |
|---|---|
| Based in | Riverside, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.4M across 79 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3031586 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.globalimpactwealth.com |
| Profile |
How Robert's firm compares
- Global Impact Wealth Management's average account is about $157,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Robert
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.
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
- 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.
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