PlannerFees

Taconic Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 2, 2026, Taconic Advisors charges a flat or project fee of $1,100⁠-⁠$5,000 for financial planning.

Published fees

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

Flat or project fee
$1,100⁠-⁠$5,000
“The range of fees for Taconic’s Limited Scope Financial Planning Services is generally $1,100 - $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Taconic Advisors bills

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

  • “Open Retainer Services Taconic charges an annual, fixed fee payable on a quarterly basis, in advance, for the Open Retainer Service.”
  • “In the event that Taconic or a Client terminate services during a claendar quarter, Taconic will promptly refund any unearned, prepaid advisory fees from the effective date of the termination through the end of the billing period.”
  • “Taconic may, in its sole discretion, allow clients to make payment by check or other means of electronic payment.”

How Taconic Advisors’ fees compare

  • Its flat or project fee of $1,100-$5,000 spans the New York median of $4,500. 40% of the 251 other New York planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Taconic Advisors

“Taconic Advisors Inc. (“Taconic”) is a fee-only financial planning firm that provides personalized financial planning and investment advisory services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2002 (24 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Clients
133
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$246,265,616
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
123961
Website
linkedin.com/company/taconic-advisors-inc (opens in new tab)
Phone
(845) 486-5039

Can advise clients in 4 states: Massachusetts, New York, Pennsylvania, Texas

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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.