Hudson Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Hudson Financial Services reports 451 clients. They include 331 individual clients, 110 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 100.0% ($119M across 808 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 34% |
| High-net-worth individuals | 24% | 64% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 331 | $40.3M | 34.0% | $122K |
| High-net-worth individuals | 110 | $76.1M | 64.2% | $692K |
| Corporations and other businesses | 10 | $2.2M | 1.9% | $220K |
| Total | 451 | $119M | 100% | $263K |
- Clients
- 331
- Regulatory AUM
- $40.3M
- AUM share
- 34.0%
- Avg. per client
- $122K
- Clients
- 110
- Regulatory AUM
- $76.1M
- AUM share
- 64.2%
- Avg. per client
- $692K
- Clients
- 10
- Regulatory AUM
- $2.2M
- AUM share
- 1.9%
- Avg. per client
- $220K
Total
- Clients
- 451
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- $263K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Hudson Financial Services charges up to 2.00% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- ERISA plan service fees are negotiable and will not exceed 0.50% of included plan assets a year, or may be a flat fee.
- Financial Planning
- One-time financial planning is a non-negotiable $250 an hour; ongoing planning is an annual flat fee of up to $10,000 (not offered to Washington State clients).
Jess Hudson owns 75% or more of Hudson Financial Services. The leadership team of Hudson Financial Services includes President Jess Hudson. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Hudson Financial Services, Inc.
Jess Hudson
Control person · since January 2019
Besides its headquarters, Hudson Financial Services has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 164 Maple St., Suite 1, AuburnHQ
Contact and registration details
- Legal name
- Hudson Financial Services, Inc.
- Headquarters
- 164 Maple St., Suite 1, Auburn, CA 95603
- Website
- realhopeadvisors.com
- Phone
- 530-906-1948
- SEC file
- 801-136160
- Structure
- California corporation
- Fiscal year end
- December
Hudson Financial Services’ named custodian for separately managed accounts is Charles Schwab ($118M). Hudson Financial Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $118M100%
At year end, Hudson Financial Services’ separately managed accounts were mostly in funds (72%) and stocks (24%).
What the accounts hold
- Stocks24%
- Funds72%
- Cash3%
- Other1%
- Alternative investments1%
How many clients does Hudson Financial Services have?
Hudson Financial Services has 451 clients and manages $119 million for them, as of May 2026. They include 331 individual clients, 110 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Hudson Financial Services offer?
Hudson Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hudson Financial Services charge?
Hudson Financial Services charges up to 2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Hudson Financial Services use?
Hudson Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $118M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026
How many financial advisors does Hudson Financial Services have?
Hudson Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hudson Financial Services invest in?
At the end of its last fiscal year, Hudson Financial Services’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 3% cash and equivalents and 1% other. The 1% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hudson Financial Services?
Hudson Financial Services’ direct owner is Jess Hudson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Hudson Financial Services get paid?
Hudson Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hudson Financial Services?
Hudson Financial Services’ main office is at 164 Maple St., Suite 1, Auburn, CA 95603. Its phone number is 530-906-1948. Its website is realhopeadvisors.com.
