Darren Leader
Acacia Grove Wealth · Schenectady, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $41.6M across 136 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 6257882 |
| Exams passed | Series 63 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.acaciagrovewealth.com |
| Profile |
How Darren's firm compares
- A one-time plan starts at $2,000, below the New York median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the New York median of $300 for fee-only firms that publish prices.
- Acacia Grove Wealth's average account is about $306,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Darren
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Acacia Grove Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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