# Darren Leader

> Darren Leader is a fee-only financial advisor at Acacia Grove Wealth in Schenectady, New York, who holds the CFA credential. Darren charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $2,000 and $300 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/darren-leader/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Acacia Grove Wealth
- **Based in:** Schenectady, New York
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,000; $300 an hour; typically works with clients with $1,500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $41.6M across 136 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6257882 (https://adviserinfo.sec.gov/individual/summary/6257882)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.acaciagrovewealth.com/

## Frequently asked questions

### Is Darren Leader a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Darren holds no broker registration, and Acacia Grove Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Darren charge for financial advice?

Darren charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Darren charge?

According to Acacia Grove Wealth's website, checked October 30, 2026: one-time plans from $2,000; $300 an hour; typically works with clients with $1,500,000 or more.

### Where is Darren Leader based?

Darren Leader is based in Schenectady, New York.

### What does Darren specialize in?

Darren's specialties include retirement planning, tax planning and estate & legacy planning. Darren works with retirees and pre-retirees.

### What credentials does Darren Leader hold?

Darren Leader holds the CFA credential.

### Is Darren Leader registered with the SEC?

Yes. Darren Leader is registered as an investment adviser representative in NY (CRD 6257882), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Acacia Grove Wealth manage?

Acacia Grove Wealth reports $41.6M across 136 accounts in assets under management.

### How do I contact Darren Leader?

Through Darren's website, www.acaciagrovewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6257882): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.acaciagrovewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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