Donald James Tharp

CFP

Hudson Financial Advisors INC

26 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Hudson Financial Advisors INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.00%
$500K - $1.5M	0.60%
$1.5M - $5.0M	0.40%
$5M+	0.25%

Fees for Portfolio Management Services are negotiable up to 1.0% per annum.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

10034 Wellman Road, Streetsboro, OH, 44241

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 1992

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald is a licensed independent insurance producer. He earns commissions from selling insurance products.

Employment History

Current Registrations

Hudson Financial Advisors INC

October 1999 - Present · 26 yrs 4 mos

State Registrations3 states

FLOHTX

Advisor

Exams

No exam information available for this advisor.