Advisor at Valpey Financial Services LLC
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Firm
Valpey Financial Services LLC
Location
Concord, NH 03301
Credentials
CFP®, Series 66
Industry experience
24 years
Ronald Valpey is a CFP® and holds a Series 66 license with 24 years of experience in the financial advisory industry. He has been with Valpey Financial Services LLC since 2010, where he serves as one of two advisors. Valpey Financial Services LLC provides portfolio management, financial planning, and consulting to individual, high-net-worth, and certain corporate clients. The firm employs a strategic asset allocation approach with diversified portfolios and emphasizes low-cost passive indexing, using active managers selectively based on net-of-cost evidence.
Based on Valpey Financial Services LLC
$0 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001+: 0.25%
$405 per hour for financial planning and consultation services
Account minimum: $750,000 Minimum fee: Minimum annual household fee of $6,000, may be reduced or waived at firm's discretion
100 North Main Street Suite 500
Concord, NH 03301
New Hampshire · Texas
Valpey Financial Services, Llc
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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