Brian Schmidt is a CFP-designated registered investment advisor at Hudson Delaware Planning LLC, based in Clinton Corners, NY, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Hudson Delaware Planning offers broad-based ongoing financial planning for a fixed fee ranging from $375 to $1,800 per quarter. This service includes regular meetings at least quarterly to review your financial picture, track progress on action items, and update your plan as your situation changes.
- Project-based financial planning — $1,000 to $5,000 as a flat fee, depending on the complexity of the plan, focusing on specific areas like retirement plan allocations or retirement sufficiency.
Location
Clinton Corners, NY
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian owns and leases residential real estate through Redbud Farms LLC. He spends a few hours per week identifying and purchasing property, finding tenants, and addressing property issues.
Employment History
Current Registrations
Hudson Delaware Planning LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
National Financial Services LLCBroker
Nf Clearing, INC.Broker
State Registrations2 states
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.