Ronald Valpey is a CFP-designated registered investment advisor at Valpey Financial Services LLC, based in Concord, NH, with 25 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 186 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.25% |
There is a minimum annual household fee of $6,000. Household accounts are aggregated to reach breakpoints. Fees are generally not negotiable.
Fee Estimator
Contact
Ronald Valpey
Location
100 North Main Street Suite 500, Concord, NH, 03301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Valpey Financial Services LLC
Previous Registrations
Focus Capital Wealth Management, INC.
Jefferson Pilot Securities CORP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We take your financial future very seriously. That’s why we create a custom financial plan for every client and revise the plan at least annually. While retirement is a common planning goal, we will incorporate any goal that you want into your plan: college for your children or grandchildren, lifetime income, the purchase of a vacation home, trips of a lifetime, benefiting heirs…whatever financial goals you may have.
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