Hudson Delaware Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
32
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$0
About
Hudson Delaware Planning provides financial planning and consulting to individuals, high‑net‑worth clients, and corporate or business entities through both broad‑based ongoing plans and project‑based engagements. Services described in the brochure include cash flow and debt analysis, retirement and tax planning, risk management, estate and charitable giving strategies, and business consultation; the firm does not manage or custody client assets.
The firm tailors plans to each client's stated goals and presents written summaries of recommendations while clients retain full discretion over implementation, with broad‑based clients receiving regular (typically quarterly) reviews. Hudson Delaware Planning uses fixed planning fees and project fees rather than percentage‑of‑AUM billing and also offers complimentary educational workshops and seminars as part of its client outreach.
Distinctive aspects of the practice include its planning‑only model without discretionary portfolio management or custody, and a stated policy not to select or recommend other investment advisors, which reduces certain referral conflicts. The brochure also highlights periodic public educational seminars and ancillary business consultation (including divorce planning and coordination with attorneys), and notes no external compensation for sales of securities.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
Fee options
Broad-Based Planning fixed fee from $375 to $1,800 per quarter
$300 per hour for Modular Planning
Fee-only: Modular Planning: $300 per hour billed in 15-minute increments; Broad-Based Planning: fixed fee ranging from $375 to $1,800 per quarter
Main office location
Hudson Delaware Planning LLC
Clinton Corners NY, United States
Number of offices
1
Most active in
Hudson Delaware Planning LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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