Hudson Oak Wealth Advisory is a wealth management firm founded in New Jersey and registered with the Securities and Exchange Commission. The firm specializes in combining personalized financial planning with investment portfolio management, operating as a federally registered registered investment advisor. The founder, Brian F. Sheahen, holds multiple credentials including Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner. The firm places a strong emphasis on employer equity compensation and employee benefit optimization, helping clients navigate complex stock options, restricted stock units, and over-concentration in company stock. Additional services include retirement planning, tax planning coordination, cash flow analysis, risk management, and estate planning coordination. Hudson Oak Wealth Advisory primarily manages investment portfolios on a discretionary basis using low-cost exchange-traded funds and mutual funds, while also accommodating held-away accounts such as retirement plans through specialized third-party platforms.
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.