DT
CFP
DT
CFP
Donald Tharp
27 Years of Experience
Streetsboro, OH
1 DisclosureMay Earn CommissionSells Insurance
Donald Tharp is a CFP-designated registered investment advisor at Hudson Financial Advisors INC, based in Streetsboro, OH, with 27 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees for managed accounts may be negotiated. Family member accounts living in the same household may be combined to determine the applicable fee tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10034 Wellman Road, Streetsboro, OH, 44241
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1992Settled
Other Business ActivitiesSells Insurance
Donald is a licensed independent insurance producer. He earns commissions from selling insurance products.
Employment History
Current Registrations
Hudson Financial Advisors INC
October 1999 - Present · 27 yrs
State Registrations4 states
FLOHPATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Steven Mccann, CFPHudson Financial Advisors INC
- Giuseppe Vitale, CFP, PFSHudson Financial Advisors INC
- Gilbert Cotto, CFPEarned Wealth Advisors, LLC