Valpey Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valpey Financial Services is an SEC-registered advisory firm that provides investment management and financial planning to individuals (including high-net-worth), as well as trusts, estates, corporations, and charitable organizations. The firm limits new client intake and generally requires $750,000 in assets to accept a new client, although that minimum may be reduced or waived at the firm’s discretion.
The firm employs a strategic asset allocation framework to build diversified portfolios tailored to each client’s goals, time horizon, and risk tolerance, and generally favors passive/indexed strategies and low-cost ETFs or mutual funds when appropriate. Accounts are monitored on an ongoing basis with formal reviews at least annually, and financial planning is provided as part of management engagements or on a fee-for-service basis for non-managed clients.
Notable operational features include a single advisor overseeing more than $200 million in client assets across roughly 186 clients, and a general practice of executing trades for individual accounts rather than routinely aggregating orders, which can lead to differing execution outcomes across accounts. The firm’s principal holds an insurance license and may refer clients to insurance specialists (without receiving commissions), recommends a major custodial platform and receives institutional services from that custodian, and does not accept proxy-voting authority—clients receive and vote their own proxies.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001+: 0.25%
$405 per hour for financial planning and consultation services
Account minimum: $750,000 Minimum fee: Minimum annual household fee of $6,000, may be reduced or waived at firm's discretion
Main office
100 North Main Street Suite 500
Concord NH 03301
Advisors at this office
2
Most active in
Florida · Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Ronald V
CFP®, Series 66
Concord, NH
Valpey Financial Services LLC
Ronald Valpey is a CFP® and holds a Series 66 license with 24 years of experience in the financial advisory industry. He has been with Valpey Financial Services LLC since 2010, where he serves as one of two advisors. Valpey Financial Services LLC provides portfolio management, financial planning, and consulting to individual, high-net-worth, and certain corporate clients. The firm employs a strategic asset allocation approach with diversified portfolios and emphasizes low-cost passive indexing, using active managers selectively based on net-of-cost evidence.
Daniel B
Series 65
Concord, NH
Valpey Financial Services LLC
Daniel Blandini is a financial advisor at Valpey Financial Services LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in education and customer service roles, including multiple positions at the University of New Hampshire and work with Mount Washington Cruise Line. Valpey Financial Services is an SEC-registered advisory firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a strategic asset allocation framework to create diversified portfolios tailored to client goals and generally favors passive and low-cost investment strategies.
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