Craig Duvarney, Cfp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is an SEC‑registered, single‑adviser practice that primarily serves high‑net‑worth individuals and families and also provides retirement plan consulting to plan sponsors and fiduciaries. Its services include written financial planning, an Advisor Managed Portfolios asset‑management program (custodied through Pershing), and implementation support for recommended strategies.
For portfolio management the firm builds customized allocations drawn from a set of 15 model portfolios and typically implements long‑term positions, primarily using actively managed mutual funds with ETFs, stocks, bonds, and cash equivalents as appropriate. Clients may grant discretionary authority (commonly used for annual rebalancing), accounts are reviewed at least quarterly, and the firm uses NaviPlan to prepare written financial plans and retirement analyses.
The brochure discloses several features that distinguish the firm from many peers: the adviser also acts as a registered representative of a broker‑dealer and as a licensed insurance agent and may receive commissions or 12b‑1 fees in commission‑based transactions while maintaining separate fee‑based advisory services. The firm also manages a comparatively large amount of assets for a single‑adviser practice (about $368 million), discloses assistance with Securities‑Backed Lines of Credit, and reports a $1.1 million promissory note and special compensation agreement with its broker‑dealer tied to continued affiliation—items the firm identifies as potential conflicts it discloses and seeks to manage.
Client services
Expertise
Fee options
$0 - $499,999: 2.00% $500,000 - $599,999: 1.70% $600,000 - $699,999: 1.42% $700,000 - $799,999: 1.22% $800,000 - $899,999: 1.07% $900,000 - $999,999: 0.95% $1,000,000 - $1,250,000: 0.85% $1,250,000 - $1,499,999: 0.68% $1,500,000 - $1,749,999: 0.57% $1,750,000+: 0.50%
Commissions earned on securities and insurance products sold outside advisory accounts; trail commissions (12b-1 fees) received for securities transactions through Osaic Wealth.
Account minimum: $1,000,000 (generally for Advisor Managed Portfolios accounts, may be waived at discretion) Fee-only: Financial planning fees typically range from $5,000 - $20,000, negotiated per agreement.
Main office
Bartlett NH
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · Rhode Island · Texas
Also doing business as
Craig Duvarney, Cfp · Duvarney, Craig Douglas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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