# Hamilton Financial Planning

Hamilton Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://hamiltonfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/hamilton-financial-planning-llc

## Regulatory record

- **CRD number:** 168483
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168483

## About

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.

## Sectors

- Financial Services
- Wealth Management

## People

- Scott Hamilton — founder and chief financial officer
- Scott Hamilton — Certified Financial Planner (CFP®)

## 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.

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- [WAYUP Wealth Building Group](https://altss.com/profile/wayup-wealth-building-group)
- [NEWGRANGE ASSET MANAGEMENT LLC](https://altss.com/profile/newgrange-asset-management-llc)

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Last updated: 2026-08-11T15:06:57.816Z

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