Hudson Oak Wealth Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$133,890,696
Total clients
56
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
56
Average account size
$2,390,905
About
Hudson Oak Wealth Advisory LLC provides wealth management services to individuals, high net worth clients, families, trusts, charitable organizations, and closely held businesses, offering financial planning and discretionary portfolio management. Like many independent advisers, the firm focuses on individual clients and typically charges asset-based fees while operating as a solo practitioner.
The firm’s investment process is anchored in comprehensive financial planning, with portfolios primarily built using low-cost mutual funds and exchange-traded funds and guided by an investment policy tailored to each client’s goals, risk tolerance, and tax situation. It manages accounts mainly on a discretionary basis, may recommend third‑party sub‑advisors for specialized needs, and can incorporate held‑away retirement plan accounts into its overall asset allocation and rebalancing work.
Distinctive for an independent firm, Hudson Oak is affiliated with an accounting and tax preparation practice and is led by an owner with CPA/PFS, CFP®, and MST credentials, enabling integrated tax-informed planning alongside investment management; tax services are available through the affiliate and may be offered at reduced or waived fees to advisory clients. The firm also emphasizes employer equity compensation and employee benefit optimization—addressing RSUs, ISOs, ESPPs, concentration risk, and the tax consequences of equity events—and coordinates investment advice with estate and tax planning.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
General tax planning
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fee for limited scope projects, estimated and agreed upon before start; upfront deposit may be required.
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$325 per hour for limited scope projects
Fee-only: Monthly financial planning fee varies by client, typically $200 to $400 initially, assessed monthly in advance; fee may be reduced or eliminated as assets under management increase, at firm's discretion.
Main office location
Hudson Oak Wealth Advisory LLC
221 River Street, 9 Th Floor
Hoboken NJ 07030, United States
Number of offices
1
Most active in
Hudson Oak Wealth Advisory LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
LinkedIn
Facebook
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Instagram
Website
(646) 820-4858
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