Brian Schmidt is a CFP-designated registered investment advisor at Hudson Delaware Planning LLC, based in Clinton Corners, NY, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Hudson Delaware Planning offers broad-based financial planning for a fixed quarterly fee ranging from $375 to $1,800. This service includes regular meetings and assistance throughout the year. Fees are paid after each quarter of service.
Hudson Delaware Planning offers project-based financial planning for a one-time flat fee ranging from $1,000 to $5,000, depending on the complexity of the plan. This covers a specific area of focus, like retirement plan allocation. The fee is due upon delivery of the completed recommendations.
Location
Clinton Corners, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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