Brian Sheahen
Hudson Oak Wealth Advisory · Hoboken, New Jersey
Brian Sheahen is a fee-only financial advisor at Hudson Oak Wealth Advisory in Hoboken, New Jersey, who holds the CFP and PFS credentials. Brian charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on equity compensation, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Hudson Oak Wealth Advisory |
|---|---|
| Based in | Hoboken, New Jersey |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year |
| Assets under management | $133.9M across 239 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in NJ, TX · CRD 6760327 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hudsonoakwealth.com |
How Brian's firm compares
- Ongoing planning starts at $6,000 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- Hudson Oak Wealth Advisory's average account is about $560,000, from its Form ADV (assets managed divided by 239 accounts).
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Questions about Brian
Is Brian Sheahen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Hudson Oak Wealth Advisory 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 charges an ongoing planning fee.
How much does Brian charge?
According to Hudson Oak Wealth Advisory's website, checked October 30, 2026: ongoing planning from $6,000 a year.
Where is Brian Sheahen based?
Brian Sheahen is based in Hoboken, New Jersey.
What does Brian specialize in?
Brian's specialties include equity compensation, estate & legacy planning and retirement planning.
What credentials does Brian Sheahen hold?
Brian Sheahen holds the CFP and PFS credentials.
Is Brian Sheahen registered with the SEC?
Yes. Brian Sheahen is registered as an investment adviser representative in NJ and TX (CRD 6760327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hudson Oak Wealth Advisory manage?
Hudson Oak Wealth Advisory reports $133.9M across 239 accounts in assets under management.
How do I contact Brian Sheahen?
Through Brian's website, hudsonoakwealth.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
- Hudson Oak Wealth Advisory 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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