CRD: 168483
Hamilton Financial Planning LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconFrontier north +more
- Established Date
- 10-03-2013
- Office Locations
- 1
Office Locations
About Hamilton Financial Planning LLC
Hamilton Financial Planning is a fee-only, independent fiduciary advisor serving baby boomers and retirees in Texas, offering hourly financial planning (no asset minimum, pay-per-session) and ongoing wealth management with retirement planning and investment management. Led by CFP Scott Hamilton, the firm works virtually or in person (Austin/Houston) and implements client portfolios primarily using mutual funds and ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT PRICE HAMILTON
Financial Advisor, General Partner, Managing Member
- CRD
- #5960462
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Trent S Hamilton
--
- CRD
- #7803901
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,240,913 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,240,913 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $61,240,913
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,010,281,748 | 28.9% |
| Equity - Exchange | $1,289,944,516 | 36.9% |
| Cash | $1,195,558,332 | 34.2% |
| Total | $3,495,784,596 | 100.0% |