Firm
Acacia Grove Wealth
Schenectady, New York
Fee-only
Acacia Grove Wealth at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 38 individual clients, 13 of them high net worth.
- Its average account is about $306,000 (assets it manages divided by its 136 accounts).
- Its hourly rate of $300 is in line with the New York median of $300.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Schenectady, New York |
|---|---|
| Website | acaciagrovewealth.com |
| Phone | (518) 217-5097 |
Acacia Grove Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"plans typically range from $2,000-$4,000 depending on complexity" source
"Planning fees are billed at $300 per hour" source
"accumulated at least $1,500,000 in retirement assets" source
"Planning fees are billed at $300 per hour" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $42 million |
| Individual clients | 25 |
| High-net-worth clients | 13 |
| Accounts managed | 136 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-136687) |
| Financial planning | Offered |
| Form ADV filed | August 21, 2026 |
| SEC record | CRD 332881 |