Hudson Oak Wealth Advisory

What Hudson Oak Wealth Advisory does

Hudson Oak Wealth Advisory LLC is an independent, fee-only registered investment adviser founded in 2018 and headquartered in Hoboken, New Jersey. The firm delivers comprehensive wealth advisory, financial planning, and investment management services to mass-affluent individuals, families, and business owners across the Tri-State area and virtually nationwide. Founder Brian Sheahen (CPA, PFS, CFP, MST) built the firm after a decade at larger wealth and tax practices including BBR Partners, Modera Wealth Management, Andersen Tax, and PwC, targeting clients underserved by traditional brokerage and bank-affiliated advisors with high asset minimums.

The firm's core offering is a planning-led wealth advisory model in which financial planning precedes and structures investment decisions, delivered through a single dedicated advisor relationship. Investment execution is supported by partnerships with Schwab (custody), Dimensional Fund Advisors (systematic strategies), and Parametric Portfolio Associates (custom portfolio implementation). An affiliated entity, Hudson Oak Tax Advisory LLC, extends the offering into tax preparation and advisory services under a coordinated Hudson Oak brand.

The business operates on a recurring fee-only model with no commissions, proprietary products, or third-party compensation, structured to align advisor incentives with client interests. Distribution is direct through relationship-led sales, content marketing, professional referrals, and Calendly-enabled discovery calls, serving individual and household clients rather than institutional accounts.

Name

Hudson Oak Wealth Advisory

Legal name

Hudson Oak Wealth Advisory LLC

Website

https://hudsonoakwealth.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Hudson Oak Wealth Advisory is an independent, fee-only SEC-registered RIA founded in 2018, providing integrated financial planning, investment management, and tax advisory services to mass-affluent individuals, families, and business owners across the Tri-State area and virtually nationwide.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Fee-only advisory
• Tax advisory services

Headquarters

HQ city

Hoboken

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Fee-Only Advisory Services: Hudson Oak Wealth Advisory operates as a fee-only advisory firm, meaning they are compensated exclusively by client fees rather than commissions or product sales. Their revenue is derived from advisory fees charged to clients for comprehensive wealth management, financial planning, and investment management services. As a registered investment adviser with the SEC, they structure their business to remove conflicts of interest by not accepting compensation from external parties.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Hudson Oak Wealth Advisory provides comprehensive wealth advisory and management services for individuals, families, and business owners, combining financial planning, investment consulting and management, and optional tax advisory services through a single dedicated advisor. The firm operates as an independent, fee-only fiduciary registered investment adviser, structuring services around an integrated approach where financial planning precedes and guides investment decisions.

Product overview

Hudson Oak Wealth Advisory operates as a unified boutique wealth management firm offering three integrated service lines under its core Comprehensive Wealth Advisory & Management offering. The primary service combines Financial Planning (the strategic foundation addressing taxes, investments, estates, retirement, insurance, and charitable planning), Investment Management (portfolio construction and ongoing management), and optional access to Hudson Oak Tax Advisory (a separate affiliated firm) through a single advisor relationship. Clients can also engage individual services independently, but the firm emphasizes its integrated approach where planning precedes and guides investment decisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Advisory & Management The firm's primary service offering that combines financial planning, investment consulting and management, and optional tax advisory services through a single dedicated advisor, providing a holistic wealth management relationship for individuals, families, and business owners.
• Financial Planning Advanced financial planning services that serve as the foundation of the advisory relationship, addressing areas such as taxes, investments, estates, retirement, insurance, charitable giving, education, and employee benefits for individuals, families, and business owners.
• Investment Management Investment consulting and portfolio management services structured to align with clients' financial plans, utilizing the firm's expertise in portfolio construction and ongoing monitoring, with access to institutional-grade strategies through partners including Schwab, Dimensional Fund Advisors, and Parametric Portfolio Associates.
• Hudson Oak Tax Advisory A separate, affiliated tax services firm (Hudson Oak Tax Advisory LLC) providing tax advisory and preparation services through a separate engagement, allowing clients to access comprehensive tax expertise within the Hudson Oak ecosystem under a separate engagement letter.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationSchwab is a leading brokerage and wealth management platform that provides custodial services for client assets. Hudson Oak uses Schwab's institutional platform to custody and manage client investments, ensuring institutional-grade infrastructure and reporting capabilities.
• Dimensional Fund AdvisorscoreTechnology or IntegrationDimensional Fund Advisors is a registered investment advisor providing institutional investment strategies. Hudson Oak partners with Dimensional to offer clients access to systematic, research-driven investment approaches.
• Parametric Portfolio AssociatescoreTechnology or IntegrationParametric Portfolio Associates provides centralized portfolio management and custom exposure strategies. Hudson Oak utilizes Parametric's capabilities to implement customized investment strategies for clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Personal Capital (Empower Personal Dashboard): Digital-first wealth management firm (now part of Empower) targeting mass affluent and HNW clients with hybrid robo+human advisory — directly competitive on the same underserved segment Hudson Oak targets.
• Facet Wealth: Tech-enabled, fee-only flat-fee financial planning and investment management firm targeting mass affluent and high-earner households — directly overlapping Hudson Oak's underserved niche with a digitally native delivery model.

Direct peers

• Modera Wealth Management: Fee-only, independent RIA that directly competes with Hudson Oak in the mass affluent and HNW segment. Notably, founder Brian Sheahen previously worked at Modera, making it a direct competency and business-model peer.
• BBR Partners: Boutique, independent, fee-only multi-family office serving HNW families. Brian Sheahen previously worked at BBR Partners, and its integrated wealth advisory model (planning + tax + investments) closely mirrors Hudson Oak's approach.
• Kluzek & Associates Wealth Management: Independent, fee-only advisory firm serving professionals, business owners, and families with comprehensive planning and investment management — closely comparable in boutique scale and integrated service offering.
• Northstar Financial Advisors: Boutique, fee-only RIA providing integrated financial planning and investment management for individuals, families, and business owners — comparable in size, structure, and service mix to Hudson Oak.

Broad incumbents

• Carson Wealth: Large independent RIA platform serving mass affluent and HNW clients nationwide with comprehensive financial planning and investment management — overlapping Hudson Oak's value proposition but at much greater scale.
• Edelman Financial Engines: One of the largest independent RIAs, serving mass affluent and corporate clients with financial planning and investment management, often through employer partnerships — adjacent to Hudson Oak's urban professional and equity-compensation segments.
• Mariner Wealth Advisors: National RIA offering integrated wealth advisory, financial planning, estate, and tax services for HNW families and business owners. Similar integrated boutique-to-platform offering as Hudson Oak, but at significantly larger scale.
• Creative Planning: Large, fee-only RIA that serves high-income professionals and business owners with comprehensive wealth management, financial planning, and tax coordination — a scaled analog of Hudson Oak's integrated service model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/hudsonoakwealth
• LinkedInlinkedin.com/company/hudson-oak-wealth-advisory

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hudson Oak Wealth Advisory