Hudson Oak Wealth Advisory LLC fees and pricing
Financial planner in Hoboken, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Hudson Oak Wealth Advisory LLC charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Fees for time spent on the project up to termination date, calculated at $325 per hour, will be due.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hudson Oak Wealth Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Assets Under Management Financial planning fees are assessed monthly in advance.”
- “Investment portfolio management fees are billed and payable quarterly in arrears and are deducted directly from the client’s investment accounts.”
- “Fees for the first quarter of investment portfolio management are charged from the date the account is opened until the end of the quarter and are payable at the beginning of the following quarter.”
How Hudson Oak Wealth Advisory LLC’s fees compare
- Its hourly rate of $325 is above the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Hudson Oak Wealth Advisory LLC
“Sheahen possesses a unique set of skills and expertise necessary for a wealth management adviser to provide the firm’s clients with comprehensive financial and tax planning in conjunction with investment portfolio management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 56
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $133,890,696
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300218
- Phone
- (646) 820-4858
Can advise clients in 3 states: New Jersey, New York, Texas
Other planners in Hoboken that publish fees
- Align Financial SolutionsHoboken$500/hr, $5,000-$15,000
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.