Adirondack Retirement Strategies fees and pricing
Financial planner in Moreau, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, Adirondack Retirement Strategies charges a flat or project fee of $250-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$2,000
“The fixed fee can range between $250 and $2,000, depending on complexity and the needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adirondack Retirement Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
- “The exception to payment in arrears, based on the average daily balance, is for management of held away accounts through Pontera and Aspire/PCS Retirement.”
- “These fees will be paid in advance on a quarterly basis, based on the last day of the previous quarter’s balance.”
How Adirondack Retirement Strategies’ fees compare
- Its flat or project fee of $250-$2,000 is below the New York median of $4,500. 11% of the 251 other New York planners that publish a flat or project fee charge less.
About Adirondack Retirement Strategies
- Principal: Connie Walsh-Toler
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 105
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,651,726
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312508
- Phone
- (518) 430-5709
Can advise clients in 2 states: New York, South Carolina
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.