Fee-only adviser · Fort Lauderdale, FL
Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fort Lauderdale, Florida. On its latest Form ADV, filed March 18, 2026, it reports $1.8B in regulatory assets under management, 138 individual clients and 14 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 109134 · SEC file 801-55677 |
| Office | 200 SW First Avenue Suite 800 Fort Lauderdale, FL 33301 |
| Phone | (954) 524-5552 |
| Website | www.palisadeshudson.com |
| Regulatory assets under management | $1.8B ($771M discretionary) |
| Individual clients | 42 non-high-net-worth, 96 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 14 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Lauderdale
- Wiggin Financial Services $9.5M
- Dumont Wealth $14M
- Financial Planning Services, Inc. $20M
- Wolfson Private Wealth, LLC $2.7M
- Roschman Capital Advisors, LLC $1.4M
- GQG Partners $163.9B
See all 17 fee-only advisers in Fort Lauderdale →
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- Lighthouse Point 1 firm
- Aventura 13 firms
- Sunrise 1 firm
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