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VaLPey Financial Services LLC (Concord)


VaLPey Financial Services LLC is an adviser based in Concord. It manages $34.03 million of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2010.

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VaLPey Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

VaLPey Financial Services: assets under management

The assets under management (AUM) of VaLPey Financial Services LLC is $34.03 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.89 million in discretionary accounts and $6.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $91.76 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay VaLPey Financial Services LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Concord

The principal office where VaLPey Financial Services LLC performs its advisory services is located at One Eagle Square, Suite 500, Concord, NH 03301, which is also the mailing address of the firm. An additional office of the firm is in Dover, NH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-856-7945 or by fax 603-856-7946. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ronvalpey.com.


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