Taconic Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, serving both high‑net‑worth and non‑high‑net‑worth clients. It offers portfolio management for individuals alongside tax and estate planning reviews, risk management, retirement planning, and business development support.
Taconic tailors portfolios to clients’ goals, tax situations and risk tolerances and generally emphasizes passive, diversified strategies using no‑load mutual funds, exchange‑traded funds, U.S. government securities and cash instruments to manage cost and tax consequences. For ongoing relationships the firm typically acts on a discretionary basis and may delegate implementation and ongoing management to an independent sub‑advisor (Asset Dedication), while selecting and overseeing that sub‑advisor.
The firm operates on a fee‑only basis and, unlike most peer team firms, charges a fixed retainer instead of a percentage‑of‑assets fee; it also does not accept commissions or participate in wrap programs. Taconic is a member of the Alliance of Comprehensive Planners and manages approximately $246 million in discretionary assets with a four‑advisor team, combining internal planning tools, standing authorizations to facilitate fee deductions, and occasional use of third‑party managers for execution.
Client services
Expertise
Fee options
Limited Scope Financial Planning Service fees are fixed fees generally ranging from $1,100 to $5,000.
Fee-only: Open Retainer Service fees generally range from $5,000 to $100,000 annually, charged as a fixed annual fee payable quarterly in advance; Limited Scope Financial Planning fees generally range from $1,100 to $5,000 as a fixed fee.
Main office
See office382 Main Street
Saugerties NY 12477
Advisors at this office
2
Offices (2)
Most active in
Massachusetts · New York · Pennsylvania · Texas
Also doing business as
Taconic Advisors · Taconic Advisors Inc. · Taconic Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Meredith B
CFP®, Series 66
Saugerties, NY
Taconic Advisors
Meredith Briggs is a CFP® with 13 years of industry experience and has been with Taconic Advisors since 2015. She holds a Series 66 license and works out of Saugerties, NY. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolios tailored to clients’ goals, tax situations, and risk tolerances, and operates on a fee-only, fixed retainer basis.
Rebeca C
CFP®, ChFC®
San Antonio, TX
Taconic Advisors
Rebeca Cotton is a CFP® and ChFC® with three years of industry experience. She currently works at Taconic Advisors and has prior experience at Zeiders, Ballast Point Financial Planning, H & R Block, and Keithly Barber Associates. She also assists seasonally as a Remote Tax Service Associate Intern during tax preparation periods. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including portfolio management, tax and estate planning, risk management, and retirement planning. The firm emphasizes passive, diversified strategies tailored to clients’ goals and risk tolerances, typically operating on a discretionary, fee-only basis with a fixed retainer fee structure.
John K
CFP®, Series 65, Series 66
Saugerties, NY
Taconic Advisors
John Kelly is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Taconic Advisors, with 13 years of experience in the financial services industry. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Advisors, and Neuberger Berman BD LLC. He has been with Taconic Advisors since 2017. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including high-net-worth and non-high-net-worth clients. The firm focuses on passive, diversified portfolio strategies tailored to clients' goals, tax situations, and risk tolerances, typically managing assets on a discretionary basis while overseeing independent sub-advisors.
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