Connie Walsh-Toler
Adirondack Retirement Strategies LLC · Moreau, New York
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.
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Specialties
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 | $18.7M across 105 accounts |
| Credentials | CFP · CRC |
| SEC registration | Investment adviser representative in NY, SC · CRD 7330186 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | adkretirement.com |
How Connie's firm compares
- Adirondack Retirement Strategies LLC's average account is about $178,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Connie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Adirondack Retirement Strategies LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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