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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 57 clients with $110M 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 Hudson Oak Wealth Advisory's discretion.
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
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