# Craig DuVarney, CFP

Craig DuVarney, CFP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126911
- **SEC file number:** 801-111957
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126911

## About

Craig Duvarney, CFP is an SEC-registered investment adviser in Glen, NH, registered since 2017. The firm manages $371 million in assets, $368 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Craig DuVarney — Principal

## Questions

### Who runs investment decisions at the firm?

Craig DuVarney, as principal and holder of the CERTIFIED FINANCIAL PLANNER designation, makes all investment and planning decisions. The CFP designation requires demonstrated competency across investment management, tax planning, retirement, and estate strategy, and binds the practitioner to a fiduciary standard. No additional named partners or investment committee members are publicly identified.

### What is the firm's known posture on co-investment opportunities?

There is no public record of co-investment club participation, SPV formation, or outside GP collaboration. The firm's low-publicity structure and principal-centric advisory model suggest deal flow remains proprietary to the client base, with any external co-investments conducted bilaterally and without public disclosure.

### How is the firm compensated?

As a CERTIFIED FINANCIAL PLANNER professional, Craig DuVarney operates under a fiduciary obligation requiring transparent fee disclosure. Fee structures have not been published, but CFP practices commonly use asset-based fees, flat retainers, or hourly billing — and are required to avoid commission-driven conflicts unless explicitly disclosed and consented to by clients.

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- [Mark Bussey & Associates](https://altss.com/profile/mark-bussey-and-associates-lc)
- [Worthwhile Wealth Council](https://altss.com/profile/worthwhile-wealth-council)

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Last updated: 2026-07-06T01:24:14.786Z

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