Updated:
Hamilton Financial Planning
Hamilton Financial Planning is a fee-only independent financial advisor offering Hourly Financial Planning and Wealth Management. Services include financial...
Overview
Hamilton Financial Planning is a fee-only independent financial advisor offering Hourly Financial Planning and Wealth Management. Services include financial planning, investment management, retirement planning, and ongoing engagement. The firm provides virtual or in-person meetings from offices in Austin and Houston and focuses on comprehensive financial planning for retirees.
General information
Firm type
Multi Family Office
Principals
Scott Hamilton
founder and chief financial officer
Scott Hamilton
Certified Financial Planner (CFP®)
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.
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Hamilton Financial Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.