H&S Tax and Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
H&S Tax and Wealth Advisors LLC serves individual and high‑net‑worth clients with discretionary portfolio management, written financial planning, and separate financial consulting engagements. The firm manages about $67.8 million for a relatively small client base and generally requires a minimum account size that it may waive in particular cases.
The firm constructs customized portfolios or places assets into firm-developed model portfolios and may retain sub‑advisers to manage portions of client accounts, while providing ongoing monitoring and periodic rebalancing. Investment methods include modern portfolio theory alongside technical and cyclical analysis, and the firm may employ options, structured products, REITs, and other instruments; tax considerations are discussed but tax efficiency is not the default objective absent a written agreement.
A distinguishing feature is the firm’s affiliation, through common ownership, with an accounting and tax-preparation practice and the routine recommendation of that affiliate for clients’ tax and accounting needs, which creates a potential conflict of interest because the affiliate is separately compensated. The advisory team includes credentialed tax professionals and CFP‑certified advisors, and the firm offers a fixed-fee, annual financial consulting engagement that combines tax and wealth services in a way that is less common among similarly sized supported advisers.
Client services
Expertise
Fee options
Financial planning flat fee, amount not specifically stated; Financial consulting fixed fee ranging between $4,000 - $10,000
$200,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Account minimum: $100,000
Main office
130 Maple Ave, Unit 2 A
Red Bank NJ 07704
Advisors at this office
3
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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
Advisors at this firm
Gregory S
CFP®, Series 63, Series 66
Red Bank, NJ
H&S Tax and Wealth Advisors LLC
Gregory Shaw is a CFP® with 22 years of industry experience, currently serving at H&S Tax and Wealth Advisors LLC in Red Bank, NJ. His prior experience includes seven years at Chatham Wealth Management. Outside of his advisory role, he manages a residential rental property in Red Bank. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients, offering discretionary portfolio management along with financial planning and consulting services. The firm employs tailored investment strategies using firm-developed models and sub-advisers, and integrates tax and accounting services through a related affiliate.
Linda I
Series 65
Red Bank, NJ
H&S Tax and Wealth Advisors LLC
Linda Ialacci is a financial advisor at H&S Tax and Wealth Advisors LLC with five years of industry experience. She holds a Series 65 designation and has operated her own CPA firm since 2014. Outside of her advisory work, she serves as treasurer for Ryan's Quest, Inc., a nonprofit focused on Duchenne muscular dystrophy, where she manages financial records and cash management. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients by providing discretionary portfolio management along with financial planning and consulting services. The firm employs tailored portfolios using model strategies and sub-advisers, coordinates tax and accounting services through affiliated entities, and manages approximately $58 million in discretionary assets.
Charles H
Series 63, Series 65
Red Bank, NJ
H&S Tax and Wealth Advisors LLC
Charles Harris is a financial advisor at H&S Tax and Wealth Advisors LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with H&S Tax and Wealth Advisors since 2017. In addition to his advisory role, Harris is a partner and Certified Public Accountant at H&S Tax Associates LLC, where he is involved in tax preparation and accounting activities. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of modern portfolio theory and technical analysis, offers customized and model portfolios, and integrates tax and accounting services through its affiliated CPA practice.
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