Firm
Hudson Oak Wealth Advisory
Hoboken, New Jersey
Fee-only
Hudson Oak Wealth Advisory at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 56 individual clients, 29 of them high net worth.
- Its average account is about $560,000 (assets it manages divided by its 239 accounts).
- Its ongoing planning fee starts at $6,000 a year, below the New Jersey median of $7,450.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Hoboken, New Jersey |
|---|---|
| Website | hudsonoakwealth.com |
| [email protected] | |
| Phone | (646) 820-4858 |
Hudson Oak Wealth Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"they pay a monthly financial planning fee. That fee typically ranges between $500 and $700" source
"they pay a monthly financial planning fee. That fee typically ranges between $500 and $700" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $134 million |
| Individual clients | 27 |
| High-net-worth clients | 29 |
| Accounts managed | 239 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132434) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 300218 |