Brian Sheahen is a CFP, PFS-designated registered investment advisor at Hudson Oak Wealth Advisory LLC, based in Hoboken, NJ, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 56 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the firm's discretion. Household accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
221 River Street, 9th Floor, Hoboken, NJ, 07030
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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 is the Managing Member of Hudson Oak Tax Advisory, LLC, a tax return preparation and consulting firm. He spends about a quarter of his time on this during tax season and a few hours per week outside of tax season.
Employment History
Current Registrations
Hudson Oak Wealth Advisory LLC
Previous Registrations
Modera Wealth Management, LLC
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.
Exams
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