Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > acton > CRAIG DUVARNEY, CFP
CRAIG DUVARNEY, CFP
30 Great Road
Suite 201
Acton, Massachusetts 01720
Tel: 978-772-2156
About CRAIG DUVARNEY, CFP
CRAIG DUVARNEY, CFP, formally registered with the SEC as CRAIG DUVARNEY, CFP. The firm was established in 10/27/2017. They have over 3 offices throughout the country.
CRAIG DUVARNEY, CFP is a Acton, Massachusetts based Financial Planning firm with nearly $265,172,710 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126911 |
| SEC# | 801-111957 |
| Assets Managed by Firm | $265,172,710 |
| No. of Clients | 643 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 643 | $265,172,710 |
| Individuals (other than high net worth individuals) | 58 | $37,849,665 |
| High net worth individuals | 96 | $227,323,045 |
More Retirement Planning firms in Acton, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Acton, Massachusetts