# H&S Tax and Wealth Advisors LLC

> H&S Tax and Wealth Advisors LLC is a state-registered investment advisory firm in Red Bank, NJ, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 290643
- Filed as: H&S TAX AND WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290643
- AdvisorCensus page: https://advisorcensus.com/firm/h-and-s-tax-and-wealth-advisors-llc-red-bank-nj-290643

## Quick answers

**How is H&S Tax and Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), H&S Tax and Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is H&S Tax and Wealth Advisors LLC located?**
H&S Tax and Wealth Advisors LLC's principal office is in Red Bank, NJ, according to its Form ADV.

**Is H&S Tax and Wealth Advisors LLC registered with the SEC or a state?**
H&S Tax and Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290643.

**How much does H&S Tax and Wealth Advisors LLC manage?**
H&S Tax and Wealth Advisors LLC reports $67,751,874 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does H&S Tax and Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (19).

**Does H&S Tax and Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290643

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,751,874
- Discretionary: $67,751,874
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $28,845,841 |
| High net worth individuals | 19 | $38,906,033 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hstaxwealth.com](https://hstaxwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H&S Tax and Wealth Advisors LLC (CRD 290643): Form ADV filing data as of October 2026.