# Connie Walsh-Toler

> Connie Walsh-Toler is a fee-only financial advisor at Adirondack Retirement Strategies LLC in Moreau, New York, who holds the CFP and CRC credentials. Connie focuses on retirement planning. Adirondack Retirement Strategies LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/connie-walsh-toler/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Adirondack Retirement Strategies LLC
- **Based in:** Moreau, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $18.7M across 105 accounts
- **Credentials:** CFP, CRC
- **Specialties:** Retirement planning
- **CRD:** 7330186 (https://adviserinfo.sec.gov/individual/summary/7330186)
- **SEC registration:** Investment adviser representative in NY, SC
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://adkretirement.com

## Frequently asked questions

### Is Connie Walsh-Toler a fee-only financial advisor?

Yes. Connie Walsh-Toler is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Connie's firm.

### How does Connie charge for financial advice?

Connie's firm, Adirondack Retirement Strategies LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Connie Walsh-Toler based?

Connie Walsh-Toler is based in Moreau, New York.

### What does Connie specialize in?

Connie's specialties include retirement planning.

### What credentials does Connie Walsh-Toler hold?

Connie Walsh-Toler holds the CFP and CRC credentials.

### Is Connie Walsh-Toler registered with the SEC?

Yes. Connie Walsh-Toler is registered as an investment adviser representative in NY and SC (CRD 7330186), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Adirondack Retirement Strategies LLC manage?

Adirondack Retirement Strategies LLC reports $18.7M across 105 accounts in assets under management.

### How do I contact Connie Walsh-Toler?

Through Connie's website, adkretirement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46564): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://adkretirement.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.