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Hamilton Financial Planning
Hamilton Financial Planning LLC RIA providing financial planning, investment management, and wealth strategies for high-net-worth individuals and families.
Hamilton Financial Planning
Hamilton Financial Planning LLC is a registered investment advisor (RIA) that offers financial planning and wealth management services, primarily targeting high-net-worth individuals and families. The firm's practice encompasses investment management, retirement planning, tax optimization, and estate planning, with a focus on holistic financial wellness. The firm's investment strategy typically involves constructing diversified portfolios using a mix of equities, fixed income, alternative investments, and cash equivalents. It may utilize both actively managed funds and passive index strategies, tailored to client risk tolerance and time horizons. Geographic coverage is primarily domestic within the United States. Team size and specific professional names are not publicly disclosed. As an RIA, Hamilton Financial Planning operates under fiduciary duty, legally required to act in clients' best interests. The regulatory structure provides transparency through SEC or state filings, though specific AUM figures or recent portfolio changes are not publicly available. The structural differentiator for Hamilton Financial Planning is its RIA registration, which imposes fiduciary standards and regulatory oversight. This contrasts with broker-dealers that operate under a suitability standard, potentially offering greater alignment with client interests. The firm's advisory model emphasizes personalized planning over transactional advice.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
What types of clients does Hamilton Financial Planning serve?
Hamilton Financial Planning primarily serves high-net-worth individuals and families seeking comprehensive financial planning and wealth management services. Its client base often includes multigenerational families requiring coordinated estate and retirement strategies. The firm's fiduciary structure under RIA registration means client interests are legally prioritized.
How does Hamilton Financial Planning structure its investment approach?
The firm typically constructs diversified portfolios across equities, fixed income, alternative investments, and cash. Investment vehicles may include mutual funds, ETFs, separately managed accounts, and direct holdings. Tactical allocation adjustments are made based on market conditions and client-specific goals.
Is Hamilton Financial Planning a fiduciary?
Yes, as a registered investment advisor (RIA), Hamilton Financial Planning is a fiduciary under the Investment Advisers Act of 1940. This means the firm is legally obligated to act in clients' best interests, disclosing any conflicts of interest. Fiduciary duty extends to all advisory services provided.
What is the minimum investment threshold for Hamilton Financial Planning?
Specific minimum investment thresholds are not publicly disclosed. Many RIAs require account minimums ranging from $500,000 to $5 million for comprehensive planning services. Prospective clients typically need to engage directly with the firm to determine eligibility.
How does Hamilton Financial Planning charge for its services?
RIAs typically charge a percentage of assets under management (AUM), often between 0.5% and 1.5% annually, with breakpoints for larger accounts. Some firms also offer flat-fee or hourly billing for financial planning without ongoing management. Hamilton Financial Planning's specific fee schedule is not public.
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