HH
CFP
HH
CFP

Hudsen Hagland

4 Years of Experience
Chester, VT

Hudsen Hagland is a CFP-designated registered investment advisor at Afs Wealth Management LLC, based in Chester, VT, with 4 years of industry experience. Hudsen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$682K average
Assets Under Management
$30.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.5M1.00%
$2.5M+0.80%

Family accounts may be combined to qualify for lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

288 Depot Street, Chester, VT, 05143

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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 Activities

Hudsen has an active insurance license but does not sell insurance products. He spends no time on this activity.

Employment History
Current Registrations
Afs Wealth Management LLC
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Shp Wealth Management, LLC
August 2021 - June 2022 · 10 mos
Fisher Financial Advisors LLC
January 2021 - September 2021 · 8 mos
State Registrations1 state
VT
Advisor

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.
Hudsen Hagland - Financial Advisor | TrueAdvisor