HH
CFP · ChFC
HH
CFP · ChFC

Howard Hudson

30 Years of Experience
Cypress, TX
BrokerSells Insurance

Howard Hudson is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Cypress, TX, with 30 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

13525 Skinner Rd., Cypress, TX, 77429

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Howard is the President of SilverStar Wealth Management, dedicating nearly full-time hours to advising clients on wealth management and working as an Investment Advisory Representative (IAR) through Kestra Advisory Services. He also spends minimal time on domain name sales, health and financial workshops, financial education through Retiremented.com, insurance sales, and real estate management.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Kestra Advisory Services, LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Sagepoint Financial, INC.
October 2005 - December 2019 · 14 yrs 2 mos
Sagepoint Financial, INC.Broker
October 2005 - December 2019 · 14 yrs 2 mos
Sunamerica Securities, INC.
July 2002 - October 2005 · 3 yrs 3 mos
Sunamerica Securities, INC.Broker
January 2000 - October 2005 · 5 yrs 9 mos
Signator Investors, INC.Broker
April 1995 - January 2000 · 4 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1995 - May 1997 · 2 yrs 1 mo
State Registrations14 states
ARCACOFLGAILLAMENCNHOKSCTNTX
AdvisorBrokerBoth

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.