CRD: 317332
Hampton Park Financial Planners
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Radial insightPioneer harbor
- Established Date
- 01-04-2022
- Office Locations
- 2
Office Locations
About Hampton Park Financial Planners
Hampton Park Financial Planning is a Charleston-based, fee-only fiduciary serving individuals and families (virtually worldwide) with ongoing financial planning and investment management. The firm works primarily on a flat-fee retainer with no commissions or product sales, and builds tax-efficient portfolios tailored to client goals, risk tolerance, and time horizon. Led by financial planner/CCO Grant Maddox; supports custody via Schwab and Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GRANT ROGER MADDOX
Financial Planner, President
- CRD
- #7121585
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Paul W Davis
--
- CRD
- #8165273
Stuart Morgan Pyne
--
- CRD
- #6649735
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,695,970 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,695,970 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,695,970
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,775,896,333 | 100.0% |
| Total | $7,775,896,333 | 100.0% |