user avatar

Hudsen Hagland

Advisor at AFS Wealth Management LLC

Updated today

Location

Chester, VT 05143

Credentials

CFP®, Series 65

Industry experience

4 years

About

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Client services

Based on AFS Wealth Management LLC

Portfolio management Advisory consulting

Expertise

Based on AFS Wealth Management LLC

Wealth management Passive / index investing Real estate investing

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Fee options

Percentage

$0 - $500,000: 1.20% $500,001 - $2,500,000: 1.00% Over $2,500,000+: 0.80%

Project-based

$75.00 per hour

Location

288 Depot Street

Chester, VT 05143

Most active in

Vermont

Work history

AFS Wealth Management LLC

2022 - Present (4 years)

SHP Wealth Management, LLC

2021 - 2022 (1 year)

Fisher Financial Advisors, LLC

2018 - 2021 (3 years)

University of Massachusetts Dartmouth

2015 - 2020 (5 years)

Disclosures

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

Business activities & affiliations

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Series 66

Charlestown, NH

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General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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