Valpey Financial Services LLC fees and pricing
Financial planner in Concord, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Valpey Financial Services LLC charges $405 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $405/hr
“It is also offered on an hourly basis at our standard hourly rate, which is currently $405/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Valpey Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged quarterly in advance and are based on the average daily balance of the account during the previous quarter.”
- “Fees are prorated for accounts that are opened or closed during a calendar quarter.”
- “Fees are not negotiable, but VFS may quote alternative fee schedules when planning and investment circumstances dictate.”
How Valpey Financial Services LLC’s fees compare
- Its hourly rate of $405 is above the New Hampshire median of $275. 85% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About Valpey Financial Services LLC
“We provide investment management services and financial planning services.”
- Principal: Ronald L. Valpey
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Clients
- 186
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $226,009,211
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154154
- Phone
- (603) 856-7945
Can advise clients in 4 states: Florida, Massachusetts, New Hampshire, Texas
Other planners in Concord that publish fees
- Capitol Wealth ManagementConcord$1,500-$3,000
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.