Firm
Valpey Financial Services
Concord, New Hampshire
Fee-only
Valpey Financial Services at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 186 individual clients, 69 of them high net worth.
- Its average account is about $367,000 (assets it manages divided by its 616 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Concord, New Hampshire |
|---|---|
| Website | valpeyfinancialservices.com |
| Phone | (603) 856-7945 |
Valpey Financial Services fees
Valpey Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $226 million |
| Individual clients | 117 |
| High-net-worth clients | 69 |
| Accounts managed | 616 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118576) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 154154 |