Hudson Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hudson Financial Advisors serves retirement and institutional-type clients — including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities — and provides wealth management and consulting through a structured Financial Masterpiece process, SEI-managed account and asset-allocation programs, and discretionary portfolio management. Services are tailored through a multi-step engagement (discovery, preliminary plan, mutual commitment and periodic follow-ups) and include ongoing reporting and rebalancing.
The firm implements model-driven asset allocation using third‑party platforms (SEI-managed solutions and mutual fund models) and primarily recommends no‑load mutual funds and ETFs, with a noted emphasis on Dimensional Fund Advisors funds. It provides investment advice on an assets‑under‑advisement basis (the brochure reports $0 in regulatory AUM but approximately $537 million in assets under advisement) and uses custodial relationships with SEI, Altruist and SSG for execution and reporting.
Distinctive aspects include that firm advisers are separately licensed insurance agents and may receive commission compensation for insurance product sales in addition to advisory fees, a practice that the brochure discloses as a potential conflict of interest and that is uncommon among supported peers. The firm also offers business planning/consulting and has in‑house tax and charitable‑planning expertise (CPA, PFS and philanthropic credentials noted), and it reports a material number of clients using standing letters of authorization or other arrangements that create limited custody oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.60% $1,500,000 - $5,000,000: 0.40% $5,000,000+: 0.25%
Insurance commissions earned by independent insurance agents affiliated with the firm, separate and in addition to advisory fees.
Main office
10034 Wellman Road
Streetsboro OH 44241
Advisors at this office
3
Most active in
Florida · Ohio · Pennsylvania · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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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
Quick links
Advisors at this firm
Giuseppe V
CFP®, PFS™
Streetsboro, OH
Hudson Financial Advisors Inc
Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.
Donald T
CFP®, Series 63, Series 65
Streetsboro, OH
Hudson Financial Advisors Inc
Donald Tharp is a CFP® with 27 years of industry experience and has been with Hudson Financial Advisors Inc since 1996. He holds Series 63 and Series 65 licenses and is also a licensed independent insurance producer, earning commissions from insurance product sales. Hudson Financial Advisors serves retirement and institutional clients, providing wealth management and consulting through a structured Financial Masterpiece process. The firm emphasizes model-driven asset allocation using third-party platforms, primarily recommending no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors funds.
Steven M
CFP®
Streetsboro, OH
Hudson Financial Advisors Inc
Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.
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