William Dudes
Pleasantdale Wealth Management · Hackettstown, New Jersey
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.
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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 |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 1300217 |
| Exams passed | Series 63 (1989) |
| Firm size | 3 employees |
| Disclosures | None reported |
How William'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 William
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.
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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