Acacia Grove Wealth Management fees and pricing

Financial planner in Schenectady, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 10, 2026, Acacia Grove Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”

Payment and refund terms, quoted from the fee section of the brochure.

“Pursuant to an investment advisory contract signed by each client, the client will pay Acacia Grove an annual management fee, payable quarterly in arrears, based on the average daily balance of the account.”
“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“Hourly fee-based clients are billed one half of the fee at the time of signing the agreement with the Advisor and the other one half upon delivery of the financial plan or written report to the client.”

Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
2 of the 2 other planners in Schenectady that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 38
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $41,601,668
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332881
Website: acaciagrovewealth.com (opens in new tab)
Phone: (518) 217-5097

Can advise clients in 2 states: New Hampshire, New York

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