Hudson Delaware Planning LLC fees and pricing
Financial planner in Clinton Corners, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Hudson Delaware Planning LLC charges a flat or project fee of $1,000-$5,000 and a quarterly fee of $375-$1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Clients who prefer a limited engagement, Project-Based Planning is offered on a flat fee ranging from $1,000-$5,000 depending on the complexity of the plan.”
- Quarterly fee
- $375-$1,800/qtr
“For this Broad-Based Planning service Hudson Delaware Planning assess a fixed fee ranging from $375 to $1,800 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hudson Delaware Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Project-Based Planning are due upon delivery of the completed recommendations.”
- “The Broad-Based Planning fee is paid to our firm in arrears and is due within the first 10 calendar days following each service quarter.”
How Hudson Delaware Planning LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Hudson Delaware Planning LLC
“Hudson Delaware Planning offers both broad based and project-based financial planning services.”
- Principal: Brian Schmidt
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Divorce
- Equity compensation
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305105
- Phone
- (917) 488-2000
Can advise clients in 2 states: New Jersey, New York
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
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