Daniel Blandini
Valpey Financial Services · Concord, New Hampshire
Daniel Blandini is a fee-only financial advisor at Valpey Financial Services in Concord, New Hampshire. Valpey Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Valpey Financial Services |
|---|---|
| Based in | Concord, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $226.0M across 616 accounts |
| SEC registration | Investment adviser representative in NH · CRD 8250871 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.valpeyfinancialservices.com |
How Daniel's firm compares
- Valpey Financial Services's average account is about $367,000, from its Form ADV (assets managed divided by 616 accounts).
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Questions about Daniel
Is Daniel Blandini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Valpey Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Valpey Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Blandini based?
Daniel Blandini is based in Concord, New Hampshire.
Is Daniel Blandini registered with the SEC?
Yes. Daniel Blandini is registered as an investment adviser representative in NH (CRD 8250871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Valpey Financial Services manage?
Valpey Financial Services reports $226.0M across 616 accounts in assets under management.
How do I contact Daniel Blandini?
Through Daniel's website, www.valpeyfinancialservices.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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