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Gary Ray Duell

Fiduciary, holistic, unbiased advocate

Wealth Financial Advisory Services, LLC

Happy Valley

OR

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning

Funds

Funds Used With Clients

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Financial Advisory Services, LLC 1 year, 9 months Mar 2017 - Present
Duell Wealth Preservation 8 years, 3 months Sep 2010 - Present
Gary Duell / DUELL WEALTH PRESERVATION 8 years, 3 months Sep 2010 - Present
Silver Sage Advisers LLC 3 years, 8 months Jan 2007 - Sep 2010
The O.N. Equity Sales Company 4 years, 2 months Nov 2002 - Jan 2007

Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Gary Duell

Is Universal Basic Income welfare?
Published 2017-03-08 11:00:22
5 Myths About Arnold Palmer
Published 2017-03-08 10:44:44
Is Holistic Planning Fun?
Published 2017-02-01 19:34:40
5 Myths About Arnold Palmer
Published 2016-09-30 15:07:58
Should you "Follow your Gut"?
Published 2016-08-10 15:04:42
Should you "Follow your Gut"?
Published 2016-08-10 14:59:20
More on Buyer Beware in financial services
Published 2016-08-06 10:29:25
Is BREXIT significant?
Published 2016-07-04 12:28:27
Is BREXIT significant?
Published 2016-07-04 12:27:33
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can i find out how much i can borrow from my 401k??
    I would first deal with the question, why do you want to borrow from your 401(k)? This is usually a bad idea and should be tempered by the opportunity costs and risks. You should meet with an expert who you trust to reveal sufficient information to give you a holistic view on the impact of this ac...  (more)
    Answered Apr 2015
    I want to withdrawl my 401k. What is the first thing i need to do to do and how long will it take to receive my money.
    Better get a second opinion on your plan before doing anything.The most important question, though, is why? Are you unhappy with the 401(k) performance? Is it shrinking instead of growing? Do you feel ignored? If you still work for the company that hosted the 401(k), do they even allow loans or...  (more)
    Answered May 2016
    How do I find a seasoned Financial Advisor of exceptional talent in retirement portfolios?
    If you're recruiting for partners, team members or actual employees then I recommend you master LinkedIn search and networking. Facebook groups can be useful too. But the best strategy is to be upfront and specific about your "opportunity" and why you think it is truly an opportunity....  (more)
    Answered May 2016
    Withdrawing from 401k to pay off a mortage.
    Edwin, there are a lot of moving parts to your plan. But the general rule of thumb I use is that you should not pay off the mortgage if its net cost is lower than a safe investment rate of return. I know. Jim Cramer yells about the absolute evil of debt, to be paid off at all costs and above all ...  (more)
    Answered May 2016
    Can i unlock my pension. I have onemillion500000 and feel terminal?
    What do you mean by "unlock"? Liquidate the whole account right now and spend it? Or, if you have no lump sum rights, maximize the immediate pension payments? Why don't you check with the plan administrator as to your specific provisions?...  (more)
    Answered Aug 2016
    How can I calculate my payout if I retire at age 6o?
    Not enough information, Cynthia. Do you mean a pension? 401(K), 403(b), IRA, etc.? Social Security? And BTW there may be good reasons to take a Social Security survivor benefit at age 60....  (more)
    Answered Jun 2016
    My father passed away who have profit sharing account and 401 k plan now how i know about insurances.
    I'm sorry for your loss. I hope your father had good estate planning documents. If so, the letter of instruction should list all asset and insurance amounts and contact information. If not, you have your work cut out for you. First, sort through your father's paperwork for any evidence of life i...  (more)
    Answered Apr 2016
    I received SSA Benefit Info, will you help me to find a plan in 2016?
    I don't understand your first question. Are you referring to Medicare plans? Those are separate from the Social Security Administration. If you are, go to medicare.gov and navigate around their excellent website. Their great search engine lets you sort, in various ways, all the plans available i...  (more)
    Answered Apr 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Feb 13, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jan 2, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Wealth Financial Advisory Services, LLC

      Last updated on Aug. 21, 2017
        • $82.7M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 1K
          Accounts
        • $78.9K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees