HUDSON FINANCIAL ADVISORS INC
Firm details
- Headquarters
- STREETSBORO, Ohio
- CRD number
- 113978
- Website
- hudsonfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hudson Financial Advisors Inc. is a privately owned corporation that combines insurance brokerage with advisory services for individuals and small businesses. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management and the selection of third‑party advisers. Its revenue model includes percentage‑of‑AUM fees, fixed fees and commissions. Hudson is not identified as an active ESG investor and is not reported as a multistate adviser. The firm’s business mix places a clear emphasis on insurance products alongside traditional advisory work. That combination suggests a client offering oriented toward retirement income solutions and risk‑transfer strategies in addition to investment management and planning.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3DONALD THARP
PresidentCRD 1523916
GIUSEPPE VITALE
Senior Wealth AdvisorCRD 6429282
STEVEN MCCANN
Director of Financial PlanningCRD 5036597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STREETSBORO, OH
PORTAGE
Location
STREETSBORO, OH
Headquartered in STREETSBORO, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- PORTAGE
- Address
- 10034 Wellman Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BROADLEAF PARTNERS, LLC
RIAHUDSON, OH
HARVEST ADVISORS, LLC
RIACANTON, OH
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
RIACLEVELAND, OH
GENERATIONS WEALTH, LLC
RIACINCINNATI, OH
GREAT LAKES FINANCIAL COMPANIES INC.
RIATWINSBURG, OH
DODOK WEALTH AND INVESTMENT ADVISORS LLC
RIADAYTON, OH