Hudson Financial Advisors Inc

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Client assets under management

Clients

223

0% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

About

Hudson Financial Advisors Inc. offers wealth management, asset-allocation and portfolio-management services through its Financial Masterpiece Program®, SEI Strategic Asset Allocation and SEI Managed Accounts programs, and also provides insurance consulting and business planning services to a client mix that includes pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and individuals. Although the brochure lists individuals among eligible client types, the firm’s profile is atypical for peers in that it does not report a traditional retail individual client base (neither typical non‑high‑net‑worth nor high‑net‑worth individual segments dominate its client composition).

The firm’s investment approach emphasizes structured, model-based asset allocation, primarily using no‑load mutual funds and ETFs (notably Dimensional Fund Advisors funds), periodic rebalancing and reporting, and implementation via SEI’s platforms. Client engagement begins with a discovery and planning process and moves to ongoing reviews at intervals from about 45 days through annual meetings; the brochure also notes the firm generally provides non‑continuous management and reported advising on a substantial amount of assets that are not continuously managed ($536,916,134).

Hudson Financial Advisors distinguishes itself from many supported peers by the presence of advisory personnel who are separately licensed as independent insurance agents and who may earn commission‑based compensation for insurance sales, while the firm also provides fee‑based insurance consulting with separate compensation arrangements and the option to offset advisory fees. The firm further combines advisory services with other financial‑industry activities — including business consulting and staff credentials such as CPA, CFP and PFS — creating multiple revenue streams and disclosed conflict‑of‑interest considerations that prospective clients should review in the brochure.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Options & derivatives strategies

Fee options

Fixed

Fixed fees for certain advisory services, charged quarterly in arrears, with 25% retainer due at execution

Percentage

$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.60% $1,500,001 - $5,000,000: 0.40% $5,000,001+: 0.25%

Commissions

Commissions earned from insurance product sales by licensed agents affiliated with the firm

Other

Minimum fee: Insurance consulting services minimum fee is $7,500 per annum Fee-only: Asset-based fees as per tiered schedule; fixed fees charged quarterly for agreed periods; insurance consulting fees charged as minimum $7,500 per annum or percentage of premium/cash value

Main office location

Hudson Financial Advisors Inc

10034 Wellman Road

Streetsboro OH 44241, United States

Number of offices

Most active in

Florida · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 330-342-1157

Advisors at this firm

Giuseppe V

CFP®, PFS™

Streetsboro, OH

Hudson Financial Advisors Inc

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Wealth management Tax-loss harvesting Options & derivatives strategies

Donald T

CFP®, Series 63, Series 65

Streetsboro, OH

Hudson Financial Advisors Inc

Donald Tharp is a CFP® professional with 26 years of experience in the financial industry. He has been with Hudson Financial Advisors, Inc. since 1996. Tharp is also a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Wealth management Tax-loss harvesting Options & derivatives strategies

Steven M

CFP®

Streetsboro, OH

Hudson Financial Advisors Inc

Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

Wealth management Tax-loss harvesting Options & derivatives strategies

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