MH
MH

Michael Hudson

31 Years of Experience
San Francisco, CA
1 DisclosureSells Insurance

Michael Hudson is a registered investment advisor at Farther, based in San Francisco, CA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
273 advisors
Number of Clients
8,142 clients
Average Client Portfolio
$924K average
Assets Under Management
$7.5B

Fee Structure

Investment management only (planning not offered)

Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.

Loading...

Location

345 California Street, Suite 600, San Francisco, CA, 94104

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2018
Settled
Other Business ActivitiesSells Insurance

Michael is the owner of Hudson Wealth Management, LLC and sells fixed life insurance. This activity takes minimal time.

Employment History
Current Registrations
Farther
May 2024 - Present · 2 yrs
Previous Registrations
Zermatt Wealth Partners
September 2021 - May 2024 · 2 yrs 8 mos
Zermatt Securities LLCBroker
September 2021 - March 2023 · 1 yr 6 mos
Wfa Wealth Managers
July 2021 - August 2021 · 1 mo
Hayden Royal
August 2020 - July 2021 · 11 mos
Hayden Royal
May 2020 - June 2020 · 1 mo
Rs Wealth Management, LLC
January 2012 - August 2020 · 8 yrs 7 mos
Rs Wealth Management, LLC
January 2011 - December 2011 · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2010 - September 2019 · 8 yrs 9 mos
LPL Financial Corporation
December 2001 - December 2010 · 9 yrs
LPL Financial CorporationBroker
July 2001 - December 2010 · 9 yrs 5 mos
Ifg Network Securities, INC.Broker
November 1999 - July 2001 · 1 yr 8 mos
Franklin Financial Services CorporationBroker
June 1994 - November 1999 · 5 yrs 5 mos
State Registrations1 state
NC
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.