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The fee is billed in arrears and is negotiable.","source":"HOWA FORM ADV PART 2, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hudson Oak Wealth Advisory use?","answer":"Hudson Oak Wealth Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $134M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hudson Oak Wealth Advisory have?","answer":"Hudson Oak Wealth Advisory has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hudson Oak Wealth Advisory invest in?","answer":"At the end of its last fiscal year, Hudson Oak Wealth Advisory’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hudson Oak Wealth Advisory?","answer":"Hudson Oak Wealth Advisory’s direct owner is Brian Sheahen (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hudson Oak Wealth Advisory get paid?","answer":"Hudson Oak Wealth Advisory is paid through a percentage of assets under management and fixed fees. 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