CRAIG DUVARNEY, CFP
SEC RegisteredTOTAL FINANCIAL PLANNING
About the firm
For over 25 years, Craig DuVarney has brought a unique combination of determination and success to his career as a Certified Financial Planner. The majority of Craig's clients have been with him for over a decade, and are referrals from existing clients or other professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Investment Planning, Tax Planning, Estate Planning, Protection Planning, and College Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $21M |
| High Net Worth Individuals | 120 | $350M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $499,999 | 2.00% |
| $500,000 to $599,999 | 1.70% |
| $600,000 to $699,999 | 1.42% |
| $700,000 to $799,999 | 1.22% |
| $800,000 to $899,999 | 1.07% |
| $900,000 to $999,999 | 0.95% |
| $1,000,000 to $1,250,000 | 0.85% |
| $1,250,000 to $1,499,999 | 0.68% |
| $1,500,000 to $1,749,999 | 0.57% |
| $1,750,000+ | 0.50% |
Data as of January 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRAIG DUVARNEY, CFP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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