Multi-Family OfficeRIA · CRD 317332SEC-Registered

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Hampton Park Financial Planners

Hampton Park Financial Planners is a US-based RIA founded as a wealth management and financial planning firm. Learn about its services and structure.

Hampton Park Financial Planners

Hampton Park Financial Planners is an SEC-registered investment adviser. The firm manages approximately $20 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Frequently asked questions

Is Hampton Park Financial Planners a fiduciary?

Yes, as a registered investment advisory (RIA) firm, Hampton Park Financial Planners is held to a fiduciary standard under US securities law. This means the firm is legally obligated to act in the best interests of its clients, as opposed to the suitability standard that applies to broker-dealers (per SEC regulations).

What services does Hampton Park Financial Planners offer?

Based on its RIA classification, the firm likely provides financial planning, portfolio management, retirement planning, estate planning, and tax-efficient investment strategies. These are standard services for wealth management RIAs serving high-net-worth individuals and families in the US.

Who owns Hampton Park Financial Planners?

Ownership details for Hampton Park Financial Planners are not publicly disclosed. RIAs may be independently owned, owned by a parent company, or structured as a partnership. Specific principal names and shareholding information are not available from public sources.

Does Hampton Park Financial Planners manage assets directly or use third-party managers?

The firm's exact investment approach is not publicly detailed. Many RIAs construct client portfolios using a mix of direct securities, mutual funds, ETFs, and third-party asset managers. Without specific disclosures, the precise model remains unknown.

What is the minimum investment requirement for Hampton Park Financial Planners?

Minimum investment thresholds are not published by the firm. RIAs focused on high-net-worth clients commonly set minimums ranging from $500,000 to $5 million, but this is speculative without direct confirmation from the firm.

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