Connie Walsh-Toler is a CFP-designated registered investment advisor at Adirondack Retirement Strategies, based in Moreau, NY, with 5 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 3 more. Their firm serves 105 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Contact
Connie Walsh-Toler
Location
Moreau, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Connie works as a substitute teacher, sometimes dedicating about half of her time during trading hours. She also works as an adjunct professor for a three-week period in the summer, taking about a quarter of her time, and is dually registered as an investment adviser representative to transition clients.
Employment History
Current Registrations
Adirondack Retirement Strategies
State Registrations2 states
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