# William Dudes

> William Dudes is a fee-only financial advisor at Pleasantdale Wealth Management in Hackettstown, New Jersey, who holds the ChFC credential. Pleasantdale Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-dudes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pleasantdale Wealth Management
- **Based in:** Hackettstown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $113.7M across 318 accounts
- **Credentials:** ChFC
- **CRD:** 1300217 (https://adviserinfo.sec.gov/individual/summary/1300217)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1989)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is William Dudes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

William's firm, Pleasantdale Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is William Dudes based?

William Dudes is based in Hackettstown, New Jersey.

### What credentials does William Dudes hold?

William Dudes holds the ChFC credential.

### Is William Dudes registered with the SEC?

Yes. William Dudes is registered as an investment adviser representative in TX (CRD 1300217), 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 William Dudes?

Contact details aren't on file yet. Search for Pleasantdale Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1300217): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.