Shawn Hudspeth
Tilia Fiduciary Partners · Wilmington, North Carolina
Shawn Hudspeth is a fee-only financial advisor at Tilia Fiduciary Partners in Wilmington, North Carolina. Shawn charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year and a $1,000,000 asset minimum) and focuses on founders (pre-exit), family wealth transfer and retirement planning.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
- Executives
- Retirees
Facts
| Firm | Tilia Fiduciary Partners |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $403.7M across 997 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 7750723 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tiliapartners.com |
Request an introduction to Shawn
Tell Shawn a little about what you're looking for. Shawn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shawn
Is Shawn Hudspeth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Tilia Fiduciary Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Shawn charge?
According to Tilia Fiduciary Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; a $1,000,000 asset minimum.
Where is Shawn Hudspeth based?
Shawn Hudspeth is based in Wilmington, North Carolina.
What does Shawn specialize in?
Shawn's specialties include founders (pre-exit), family wealth transfer, retirement planning and tax planning. Shawn works with multi-generational families, ultra high net worth, founders, executives and retirees.
Is Shawn Hudspeth registered with the SEC?
Yes. Shawn Hudspeth is registered as an investment adviser representative in NC and TX (CRD 7750723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tilia Fiduciary Partners manage?
Tilia Fiduciary Partners reports $403.7M across 997 accounts in assets under management.
How do I contact Shawn Hudspeth?
Through Shawn's website, www.tiliapartners.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
- Tilia Fiduciary Partners 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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