Hudson Value Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“Registrant’s planning and consulting 11 fees are negotiable, but generally range from $1,500 to $15,000 on a fixed fee basis, and from $250 to $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,500⁠-⁠$15,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hudson Value Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the average daily balance of the client’s account, including accrued interest and dividends, 12 during the previous period.”
• “Upon termination, the Registrant shall refund the prorated portion of the advanced advisory fee paid based upon the number of days remaining in the billing period.”

How Hudson Value Partners, LLC’s fees compare

• Its hourly rate of $250-$450 spans the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the Florida median of $4,900. 74% of the 320 other Florida planners that publish a flat or project fee charge less.

About Hudson Value Partners, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

203

Employees

5

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting

Assets managed

$678,337,967

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

301325

Website

youtube.com/@HudsonValuePartners (opens in new tab)

Phone

(646) 343-9772

Can advise clients in 12 states: Arizona, California, Connecticut, Florida, Massachusetts, Michigan, Nebraska, New Hampshire, New Jersey, New York, Texas, Utah

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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