Brian Dudes
Pleasantdale Wealth Management · Hackettstown, New Jersey
Brian Dudes is a fee-only financial advisor at Pleasantdale Wealth Management in Hackettstown, New Jersey. Pleasantdale Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pleasantdale Wealth Management |
|---|---|
| Based in | Hackettstown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $113.7M across 318 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6416487 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Brian's firm compares
- Pleasantdale Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 318 accounts).
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Questions about Brian
Is Brian Dudes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Pleasantdale Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Pleasantdale Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Dudes based?
Brian Dudes is based in Hackettstown, New Jersey.
Is Brian Dudes registered with the SEC?
Yes. Brian Dudes is registered as an investment adviser representative in NJ (CRD 6416487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pleasantdale Wealth Management manage?
Pleasantdale Wealth Management reports $113.7M across 318 accounts in assets under management.
How do I contact Brian Dudes?
Contact details aren't on file yet. Search for Pleasantdale Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Hackettstown
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
- 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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