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Brian Schmidt

Advisor at Hudson Delaware Planning LLC

Updated today
Hudson Delaware Planning LLC logo

Firm

Hudson Delaware Planning LLC

Location

Clinton Corners, NY

Credentials

CFP®, Series 63, Series 66

Industry experience

12 years

About

Brian Schmidt is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Hudson Delaware Planning LLC. His prior roles include positions at Ameriprise Financial Services Inc and The Depository Trust & Clearing Corp. Outside of financial advising, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through both ongoing and project-based engagements. The firm focuses on a planning-only model without discretionary portfolio management or custody, offering services that include retirement, tax, and estate planning, while clients retain full discretion over their implementation.

Client services

Based on Hudson Delaware Planning LLC

Financial planning Educational seminars or workshops

Expertise

Based on Hudson Delaware Planning LLC

Cash flow / budgeting Debt management Retirement income strategy

Fee options

Fixed

Broad-Based Planning fixed fee from $375 to $1,800 per quarter

Project-based

$300 per hour for Modular Planning

Other

Fee-only: Modular Planning: $300 per hour billed in 15-minute increments; Broad-Based Planning: fixed fee ranging from $375 to $1,800 per quarter

Location

Clinton Corners, NY

Most active in

New Jersey · New York

Work history

Redbud Farms LLC

2024 - Present (2 years)

Hudson Delaware Planning LLC

2019 - Present (7 years)

Hudson Delaware Planning LLC

2019 - Present (7 years)

Ameriprise Financial Services Inc

2017 - 2019 (2 years)

The Depository Trust & Clearing Corp

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael R

CFP®

Red Hook, NY

Shelterbelt Advisors

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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John D

Series 63, Series 65

Staatsburg, NY

Bantam Inc.

College savings (529s, UTMA, etc.) Professional Athlete Executive HENRY (High Earners, Not Rich Yet)
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Edvard J

Series 65

Millbrook, NY

Seahorse Financial Advisers Inc.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Daniel D

CFP®, Series 66

Rhinebeck, NY

DDO Advisory Services, LLC

Cash flow / budgeting Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning Founder/Business Owner Retired Mid-Career Professionals Approaching retirement

Cathleen T

CFP®

Rhinebeck, NY

Moonbridge Financial Design, LLC

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Women Professionals Single Women Women's Finance Gen X (Born 1965-1980)
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Robert A

Series 63, Series 65

Red Hook, NY

Third Eye Associates, Ltd

Wealth management
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