Craig Duvarney, Cfp

Craig DuVarney, CFP®, is a financial planning and investment advisory firm established in September 2017, offering services tailored to high-net-worth individuals and families. The firm specializes in financial planning, asset management, and retirement plan consulting. Craig DuVarney, with over two decades of experience in the financial services industry, provides personalized financial planning services covering areas such as tax planning, estate planning, retirement planning, and investment analysis. The firm requires a minimum account size of $1,000,000, with discretionary assets under management of $308,391,298 and non-discretionary assets under management of $17,047,820. Clients may impose restrictions on investments, and accounts are reviewed quarterly, with annual client reviews. Craig DuVarney, CFP®, acts as a fiduciary, putting clients' interests first, and does not charge performance-based fees. The firm's fee structure is negotiable, with annual fees ranging from 0.50% to 2.00% based on the account size. Clients have the option to grant investment discretion to Craig DuVarney, CFP®, who primarily uses actively managed mutual funds in client portfolios. The firm discloses potential conflicts of interest, such as affiliations with Osaic Wealth Inc., and provides transparency regarding compensation received for referrals and other financial industry activities. Clients are informed about risks associated with investments and are encouraged to consult with other financial professionals if needed.