Ronald Valpey
Valpey Financial Services · Concord, New Hampshire
Ronald Valpey is a fee-only financial advisor at Valpey Financial Services in Concord, New Hampshire, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, TX · CRD 3220507 |
| Exams passed | Series 66 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.valpeyfinancialservices.com |
| Profile |
How Ronald'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 Ronald
Is Ronald Valpey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald's firm, Valpey Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ronald Valpey based?
Ronald Valpey is based in Concord, New Hampshire.
What credentials does Ronald Valpey hold?
Ronald Valpey holds the CFP credential.
Is Ronald Valpey registered with the SEC?
Yes. Ronald Valpey is registered as an investment adviser representative in NH and TX (CRD 3220507), 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 Ronald Valpey?
Through Ronald'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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