$371.0M Total AUM
$368.2M Disc. AUM
20.8% 3Y CAGR
1 Employees
154 ADV. Clients
23 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- OakWave radial
- Established Date
- 06-23-2003
- Office Locations
- 1
Office Locations
-- Bartlett NH
About Craig Duvarney, CFP
Total Financial Planning is a CFP-led, Bartlett, NH-based practice providing comprehensive financial planning and portfolio/asset-allocation guidance. Services span retirement planning and tax-efficient distribution strategies, tax and estate planning, insurance/risk management, and college funding. Investment implementation centers on asset allocation models aligned to risk tolerance and time horizon, with custody via Pershing.
Team overview
-- AVG AGE
$371.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
23 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Insight Harbor ember
Custodian
Alpha Pathway radial Focus Ridge momentum
Investment Themes
Frontier Unison momentum
Investment Vehicles
Summit
Platform
Signal bridge
Services
Timber capital Oak Bridge vital Pioneer Signal Oak delta Capital radial Horizon Wave Element
Technology
Optima Peak
Owner & Executives
C
CRAIG DOUGLAS DUVARNEY
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer
- CRD
- #3192550
- Ownership
- 75% or more
(775) 986-3318
focus.atlas@atlascapital.com
in linkedin.com/in/horizon-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $368,244,881 | $547,983 |
| Non-Discretionary | $2,732,289 | $303,588 |
| Total | $370,977,170 | $544,754 |
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Separately Managed Accounts
Total SMA Asset: $370,977,170
Public Funds:
31.2% Cash:
28.5% Equity - Exchange:
40.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $574,503,634 | 31.2% |
| Cash | $524,786,973 | 28.5% |
| Equity - Exchange | $742,067,193 | 40.3% |
| Total | $1,841,357,800 | 100.0% |