Craig Duvarney, CFP®

CRD#126911
Investment Advisor Firm

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Learn more about Craig Duvarney, CFP®

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Craig Duvarney, CFP® is located at 30 Great Road, Acton, MA. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Craig Duvarney, CFP® is not a registered broker-dealer.

    Craig Duvarney, CFP® oversees $265.2 million in assets under management across 643 accounts, of which 625 are discretionary and 18 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The firm caters to retail investors and high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Craig Duvarney, CFP® includes asset-based, fixed, and commission-based fees. The firm has 96 high net worth clients.

    Craig Duvarney, CFP® is registered in the states of Florida, Massachusetts, New Hampshire, Rhode Island, and Texas.

    Assets Under Management

    $265.2 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    30 Great Road
    Acton, MA 01720

    Craig Duvarney, CFP® by the Numbers

    Total Assets Under Management

    $265.2 million

    National Average: $8.6 billion
    Total Number of Employees

    1

    National Average: 64
    Total Number of Accounts

    643

    National Average: 375,227
    Average Account Size

    $412.4 thousand

    National Average: $23.0 thousand
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    Products and Services

    Craig Duvarney, CFP® provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. However, Craig Duvarney, CFP® did not provide financial planning services to any of its clients in the prior fiscal year. It does sell products or offer services aside from investment advice to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors typically are based on which service is offered. Fees billed by Craig Duvarney, CFP® may include some blend of the following fee structures: asset-based, fixed, or commission-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 1% of firms

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company works with retail investors and high net worth investors. Out of its 2 clients, Craig Duvarney, CFP®'s largest client type by number of accounts is high net worth investors, although it also serves 96 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 62.34%
    • Other Individuals - 37.66%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Craig Duvarney, CFP® does not have any disclosures.

    Please visit its Form ADV for more details.

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    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.